Stock Analysis Dashboard

Professional sector-specific stock evaluation

Professional Stock Analysis Platform

Our dashboard evaluates stocks through two research-validated profiles: Academic (50% quality/ROIC-focused) and Growth-Based (40% growth/revenue momentum). Each stock is scored across four dimensions: Quality (ROIC, FCF, margins), Growth (revenue/EPS trends), Valuation (PEG, P/E), and Historical (moat durability).

Dual-Profile Intelligence: Toggle instantly between frameworks built on McKinsey ROIC studies, Wharton research, and Damodaran valuation theory.

Sector-Specific Benchmarks: Technology stocks need 25%+ ROIC and tolerate 50x P/E. Utilities target 7% ROIC and emphasize dividends (40% weight). Financials accept 8x debt/equity. Energy requires 8%+ FCF yield with cyclical adjustments. Each of 11 sectors judged by industry-appropriate metrics.

Complete Transparency: Click any stock for full breakdown—every score component, sector benchmark comparison, and research methodology explained. Professional-grade analysis with zero black boxes.

Research Profile Active: Academic Research

McKinsey ROIC persistence study + Damodaran value framework - Quality-focused approach where ROIC dominance drives long-term returns.

Quality Weight: 65%
Growth Weight: 10%
Valuation Weight: 5%
Historical Weight: 20%
Stock
Price | Sector		 P/E
Forward		 PEG Debt/Eq
Current R.		 ROE
Profit M.		 FCF/Share
FCF Yield		 Sales
5Y CAGR		 EPS
5Y CAGR		 Recent Growth
TTM		 Val
(0-10)		 Quality
(0-10)		 Growth
(0-10)		 Historical
(0-10)		 Total
ADBE
$325.07
Technology		 20.2
Fwd: 13.9		 1.58 0.56
1.0		 52.9%
30.0%		 $22.92
7.1%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 10.0 9.4 9.2 9.8
APPF
$238.28
Technology		 42.8
Fwd: 37.4		 1.86 0.08
2.9		 44.7%
22.5%		 $5.89
2.5%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.7 10.0 9.5 9.3 9.7
MEDP
$585.76
Healthcare		 41.0
Fwd: 35.2		 2.95 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 5.2 10.0 10.0 9.3 9.7
ASML
$1020.00
Technology		 38.2
Fwd: 33.6		 1.69 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 10.0 8.8 9.1 9.7
ODD
$37.20
Consumer Defensive		 20.8
Fwd: 16.7		 1.14 0.07
6.3		 30.4%
14.7%		 $2.33
6.3%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.9 10.0 10.0 7.9 9.6
DECK
$80.72
Consumer Cyclical		 12.0
Fwd: 11.8		 1.70 0.14
3.1		 43.3%
19.4%		 $6.72
8.3%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.8 9.2 9.5 9.6
NVDA
$186.60
Technology		 53.1
Fwd: 27.5		 1.28 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.6 9.9 8.8 8.9 9.6
EXEL
$42.42
Healthcare		 17.9
Fwd: 13.1		 0.53 0.08
3.8		 30.6%
29.6%		 $2.91
6.9%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.9 9.4 8.2 9.6
PAYC
$164.09
Technology		 20.4
Fwd: 16.3		 1.89 0.05
1.1		 28.6%
22.6%		 $7.01
4.3%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.6 8.4 9.8 9.5
QLYS
$139.46
Technology		 27.0
Fwd: 18.8		 3.10 0.10
1.4		 38.6%
29.0%		 $7.57
5.4%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 5.0 10.0 9.5 7.8 9.4
FTNT
$81.94
Technology		 33.7
Fwd: 28.0		 3.04 1.35
1.0		 228.0%
28.6%		 $2.73
3.3%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 9.5 9.3 9.4 9.3
GOOGL
$285.02
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.8 8.0 8.6 9.3
DOCS
$47.07
Healthcare		 37.5
Fwd: 27.4		 3.47 0.01
7.8		 24.6%
40.7%		 $1.66
3.5%		 37.4% 79.5% EPS: +44.1% | Sales: +20.2% 4.6 9.5 9.5 N/A 9.3
PGR
$225.35
Financial		 12.3
Fwd: 13.8		 2.34 0.19
0.7		 34.2%
12.6%		 $29.08
12.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.4 9.7 9.4 9.2
ANET
$127.26
Technology		 48.4
Fwd: 37.9		 2.29 0.00
3.2		 31.7%
39.7%		 $3.21
2.5%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.8 9.8 6.6 9.2
MANH
$170.94
Technology		 48.5
Fwd: 31.5		 5.47 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 10.0 9.5 6.1 9.2
DUOL
$178.27
Technology		 22.7
Fwd: 40.8		 0.55 0.07
2.8		 36.2%
40.0%		 $7.69
4.3%		 60.3% N/A EPS: +318.8% | Sales: +39.9% 8.9 9.5 8.9 7.5 9.1
IDXX
$669.00
Healthcare		 53.0
Fwd: 46.3		 3.42 0.71
1.1		 64.6%
24.6%		 $12.07
1.8%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.7 8.8 7.7 9.1
FICO
$1760.25
Technology		 66.3
Fwd: 35.2		 2.66 N/A
0.8		 N/A
32.8%		 $31.19
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.0 9.6 8.7 8.2 9.1
ABNB
$117.60
Consumer Cyclical		 27.8
Fwd: 22.8		 1.82 0.26
1.4		 30.8%
21.9%		 $7.37
6.3%		 18.2% N/A EPS: +47.2% | Sales: +10.6% 7.3 10.0 9.7 5.1 9.1
CPRX
$22.56
Healthcare		 13.2
Fwd: 12.6		 1.12 0.00
6.6		 27.5%
37.6%		 $1.91
8.5%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.8 9.6 9.0 6.8 9.1
V
$325.75
Financial		 32.2
Fwd: 22.6		 2.60 0.69
1.1		 51.5%
49.6%		 $11.27
3.5%		 12.9% 16.5% EPS: +2.8% | Sales: +11.3% 4.2 10.0 9.2 6.1 9.1
PINS
$25.52
Communication Services		 8.8
Fwd: 13.0		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.5%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.9 7.9 5.9 9.0
NSSC
$40.22
Industrials		 32.8
Fwd: 26.2		 1.96 0.03
7.1		 25.0%
23.8%		 $1.44
3.6%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 6.5 9.4 8.8 7.9 9.0
MPWR
$897.01
Technology		 22.9
Fwd: 43.2		 1.14 0.01
4.8		 64.0%
71.2%		 $14.72
1.6%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.6 9.5 8.1 7.4 9.0
CHKP
$192.10
Technology		 21.1
Fwd: 18.2		 2.54 0.00
1.2		 34.2%
37.6%		 $10.93
5.7%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.8 10.0 8.0 5.2 8.9
KLAC
$1133.70
Technology		 35.6
Fwd: 27.1		 3.22 1.22
2.6		 99.2%
33.8%		 $29.47
2.6%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 9.5 8.9 7.1 8.9
ADP
$250.90
Technology		 24.8
Fwd: 20.9		 2.62 1.55
1.1		 70.6%
19.8%		 $11.37
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 9.5 8.4 7.3 8.9
LULU
$164.16
Consumer Cyclical		 11.2
Fwd: 13.0		 N/A 0.40
2.3		 42.4%
16.4%		 $9.45
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 9.5 8.2 7.7 8.9
RMD
$244.71
Healthcare		 25.0
Fwd: 20.2		 2.20 0.14
2.9		 25.4%
27.4%		 $12.11
5.0%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 9.0 9.0 9.1 8.9
CARG
$34.97
Consumer Cyclical		 23.7
Fwd: 13.7		 1.14 0.51
2.7		 35.4%
16.4%		 $2.64
7.5%		 8.7% -11.9% EPS: +427.1% | Sales: +4.2% 9.1 9.7 8.3 5.2 8.9
BKNG
$4804.01
Consumer Cyclical		 31.2
Fwd: 18.1		 1.77 N/A
1.3		 N/A
19.4%		 $258.00
5.4%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 9.4 8.3 6.9 8.8
QFIN
$22.21
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 9.3 7.8 7.4 8.8
LRCX
$147.46
Technology		 32.5
Fwd: 26.4		 2.21 0.44
2.2		 62.3%
29.7%		 $4.42
3.0%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.8 8.8 4.9 8.8
ACAD
$24.01
Healthcare		 15.4
Fwd: 32.5		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
4.9%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.7 8.4 5.7 8.8
DPZ
$404.63
Consumer Cyclical		 23.6
Fwd: 20.7		 2.77 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 9.4 8.3 6.9 8.7
META
$602.01
Communication Services		 26.6
Fwd: 20.2		 2.24 0.26
2.0		 32.6%
30.9%		 $17.79
3.0%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 9.0 8.0 8.4 8.7
MSFT
$507.49
Technology		 36.1
Fwd: 27.1		 2.02 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.8 7.7 9.1 8.7
MNST
$71.84
Consumer Defensive		 40.9
Fwd: 32.3		 2.69 0.00
3.2		 25.5%
21.6%		 $2.03
2.8%		 12.3% 8.0% EPS: +12.8% | Sales: +7.6% 4.5 9.1 8.6 7.5 8.7
MA
$536.85
Financial		 34.3
Fwd: 28.1		 2.28 2.40
1.1		 185.7%
45.2%		 $18.73
3.5%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 9.2 8.7 6.7 8.6
FAST
$39.70
Industrials		 37.2
Fwd: 32.6		 3.75 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 9.0 7.5 8.5 8.5
AAPL
$267.46
Technology		 35.9
Fwd: 29.5		 3.60 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 9.4 8.0 5.3 8.5
CTAS
$183.76
Industrials		 40.8
Fwd: 34.2		 3.87 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.9 8.6 7.6 8.4
PCTY
$145.32
Technology		 36.4
Fwd: 17.8		 3.65 0.12
1.0		 20.4%
13.8%		 $7.33
5.0%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.8 8.4 8.8 9.1 8.4
AMAT
$228.71
Technology		 26.4
Fwd: 20.4		 3.35 0.32
2.6		 35.5%
24.7%		 $7.15
3.1%		 10.5% 17.2% EPS: +0.5% | Sales: +4.5% 5.0 8.9 8.2 6.9 8.4
HALO
$70.56
Healthcare		 14.8
Fwd: 8.7		 0.47 3.00
1.6		 124.5%
47.9%		 $5.12
7.3%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 8.6 8.5 9.2 7.0 8.3
ORLY
$99.56
Consumer Cyclical		 34.5
Fwd: 30.0		 3.30 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 8.8 7.5 8.2 8.3
GWW
$923.47
Industrials		 25.8
Fwd: 21.1		 3.58 0.76
2.7		 49.0%
9.8%		 $25.91
2.8%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 8.6 8.3 7.9 8.2
DT
$45.15
Technology		 27.1
Fwd: 24.5		 1.77 0.03
1.5		 20.6%
27.3%		 $1.58
3.5%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.8 8.4 7.9 7.6 8.2
NFLX
$110.29
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $2.12
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.4 7.8 8.0 8.2
JKHY
$163.64
Technology		 24.9
Fwd: 23.4		 3.68 0.03
1.3		 23.4%
19.9%		 $8.23
5.0%		 7.0% 10.1% EPS: +20.4% | Sales: +7.8% 4.7 8.6 7.9 7.0 8.2
ADSK
$291.96
Technology		 60.5
Fwd: 25.8		 3.88 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.1 8.6 8.9 8.2
ROL
$57.96
Consumer Cyclical		 54.4
Fwd: 46.0		 4.21 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.6 9.0 7.4 8.2
ULTA
$509.57
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 8.7 8.2 6.9 8.2
USLM
$116.64
Basic Materials		 25.6
Fwd: 24.1		 2.25 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.0 8.7 8.1 7.0 8.1
PLTR
$171.25
Technology		 400.5
Fwd: 173.1		 8.10 0.04
6.4		 19.8%
28.1%		 $0.75
0.4%		 31.0% N/A EPS: +116.3% | Sales: +47.2% 1.8 8.6 8.6 6.9 8.1
MCO
$472.12
Financial		 38.0
Fwd: 29.0		 2.83 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.7 7.7 6.8 8.1
ZTS
$118.80
Healthcare		 20.0
Fwd: 17.4		 2.53 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 8.3 7.5 7.7 8.0
ABT
$130.03
Healthcare		 16.3
Fwd: 22.9		 1.57 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 8.6 7.0 6.0 8.0
APP
$539.27
Communication Services		 68.0
Fwd: 37.0		 1.10 2.38
3.2		 230.7%
49.3%		 $9.92
1.8%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 7.2 7.8 10.0 7.6 8.0
AZO
$3855.26
Consumer Cyclical		 26.6
Fwd: 21.1		 2.19 N/A
0.9		 N/A
13.2%		 $107.63
2.8%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 8.2 8.0 7.3 8.0
GGG
$79.28
Industrials		 27.1
Fwd: 24.9		 3.56 0.02
3.2		 19.4%
22.7%		 $3.76
4.7%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.3 8.7 7.2 6.3 8.0
LOW
$225.00
Consumer Cyclical		 18.5
Fwd: 17.0		 2.93 N/A
1.1		 N/A
8.2%		 $13.71
6.1%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.6 8.3 5.4 8.0
TSM
$282.01
Technology		 28.9
Fwd: 22.6		 0.96 0.21
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 9.4 8.1 0.5 8.0
WING
$227.29
Consumer Cyclical		 37.1
Fwd: 47.7		 2.08 N/A
4.0		 N/A
25.5%		 $2.25
1.0%		 25.7% 39.9% EPS: +79.0% | Sales: +15.6% 5.6 7.8 8.0 9.4 7.9
TT
$413.78
Industrials		 31.8
Fwd: 27.9		 2.23 0.55
1.2		 37.1%
13.9%		 $11.51
2.8%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 8.4 7.5 7.0 7.9
JNJ
$199.58
Healthcare		 19.3
Fwd: 17.3		 2.59 0.58
1.1		 33.6%
27.3%		 $8.13
4.1%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 5.6 8.6 6.8 5.7 7.9
MLI
$104.81
Industrials		 15.7
Fwd: 13.6		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.8%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.7 8.3 4.5 7.9
DXCM
$58.49
Healthcare		 32.5
Fwd: 23.6		 1.50 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.6 7.6 9.0 8.8 7.9
PAYX
$110.48
Technology		 24.8
Fwd: 18.8		 3.21 1.26
1.3		 41.3%
27.9%		 $5.04
4.6%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 8.0 7.0 8.1 7.8
AWI
$179.87
Industrials		 25.8
Fwd: 21.3		 1.77 0.56
1.5		 38.0%
19.1%		 $5.60
3.1%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 8.4 6.8 6.0 7.8
YUM
$148.03
Consumer Cyclical		 28.8
Fwd: 22.2		 2.53 N/A
1.7		 N/A
17.9%		 $5.63
3.8%		 6.2% 4.8% EPS: -4.3% | Sales: +11.6% 5.8 8.4 8.1 5.9 7.8
REGN
$704.31
Healthcare		 16.9
Fwd: 16.4		 4.85 0.09
4.1		 15.2%
32.1%		 $40.18
5.7%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 7.9 7.5 8.4 7.8
MKTX
$173.46
Financial		 29.5
Fwd: 21.2		 3.61 0.05
2.2		 15.9%
26.0%		 $9.31
5.4%		 9.8% 6.2% EPS: -20.3% | Sales: +4.0% 3.9 8.3 7.2 6.6 7.8
VEEV
$277.01
Healthcare		 56.8
Fwd: 32.7		 4.02 0.01
5.6		 13.7%
27.3%		 $8.10
2.9%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 7.8 8.2 7.7 7.7
ISRG
$546.71
Healthcare		 72.4
Fwd: 56.5		 4.84 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.3 7.2 6.0 7.6
PYPL
$61.89
Financial		 12.4
Fwd: 10.6		 1.00 0.60
1.3		 24.4%
14.9%		 $5.95
9.6%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.4 8.0 8.0 7.6
EXLS
$38.77
Technology		 26.3
Fwd: 17.7		 1.74 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.3 8.6 7.9 7.6
HLT
$266.05
Consumer Cyclical		 38.5
Fwd: 29.3		 2.84 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 5.0 8.0 7.7 6.5 7.6
PANW
$202.90
Technology		 126.8
Fwd: 47.0		 9.41 0.05
0.9		 17.4%
12.3%		 $5.07
2.5%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 7.7 7.5 8.2 7.6
BMI
$174.59
Technology		 37.2
Fwd: 32.0		 3.36 0.00
3.2		 21.4%
15.4%		 $5.64
3.2%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.8 8.2 8.6 4.7 7.5
COST
$912.59
Consumer Defensive		 50.1
Fwd: 41.3		 4.74 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.5 8.8 8.9 7.5
INTU
$645.98
Technology		 47.1
Fwd: 24.6		 3.35 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.8 7.3 7.8 8.9 7.5
GILD
$124.09
Healthcare		 19.2
Fwd: 14.3		 0.73 1.16
1.4		 40.5%
27.9%		 $7.39
6.0%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.8% 9.5 8.1 7.2 4.5 7.5
APH
$132.33
Technology		 44.1
Fwd: 33.0		 1.32 0.64
2.1		 34.8%
18.2%		 $2.91
2.2%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.9 7.5 7.5 7.2 7.5
CPRT
$41.33
Industrials		 26.0
Fwd: 22.3		 2.46 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.0 7.5 7.6 7.7 7.5
PTC
$174.21
Technology		 28.4
Fwd: 20.2		 3.51 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.5 7.6 7.8 7.5
CDNS
$311.29
Technology		 80.3
Fwd: 38.6		 5.00 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.4 7.3 8.8 7.4
LRN
$62.74
Consumer Defensive		 9.7
Fwd: 8.0		 0.76 0.38
6.8		 23.0%
12.8%		 $8.61
13.7%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 7.6 9.0 4.7 7.4
NOW
$835.79
Technology		 101.1
Fwd: 41.0		 4.89 0.21
1.0		 16.8%
13.7%		 $19.03
2.3%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 7.4 8.2 7.5 7.3
DOCU
$64.67
Technology		 48.8
Fwd: 16.0		 5.51 0.06
0.7		 14.2%
9.1%		 $4.65
7.2%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 7.6 7.7 6.5 7.3
ILMN
$120.08
Healthcare		 26.9
Fwd: 23.9		 2.44 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 6.3 7.9 7.3 4.8 7.3
CMG
$30.53
Consumer Cyclical		 26.9
Fwd: 25.1		 3.20 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.1 8.5 7.7 7.2
TJX
$145.18
Consumer Cyclical		 33.1
Fwd: 28.6		 3.45 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.9 7.0 4.9 7.2
CINF
$161.44
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.90
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 7.1 6.5 7.1 7.0
AVGO
$342.65
Technology		 87.5
Fwd: 36.7		 2.45 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 5.3 6.9 7.7 7.2 7.0
PH
$820.97
Industrials		 29.2
Fwd: 24.9		 3.13 0.75
1.1		 27.3%
18.2%		 $26.83
3.3%		 7.7% 23.9% EPS: +26.7% | Sales: +0.2% 4.3 7.2 7.7 6.5 7.0
QCOM
$166.75
Technology		 34.1
Fwd: 13.2		 14.57 0.74
2.8		 23.3%
12.5%		 $11.97
7.2%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.2 7.6 5.7 6.9
ROST
$159.41
Consumer Cyclical		 25.3
Fwd: 23.1		 4.24 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.6 7.0 5.1 6.9
WRB
$77.10
Financial		 16.2
Fwd: 16.6		 2.53 0.32
0.4		 20.9%
13.0%		 $8.64
11.2%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.2 6.9 8.1 7.0 6.9
TXRH
$169.71
Consumer Cyclical		 25.9
Fwd: 25.5		 3.13 0.64
0.4		 31.6%
7.5%		 $5.15
3.0%		 14.3% 21.3% EPS: +12.4% | Sales: +14.4% 5.0 6.8 7.5 7.8 6.9
MELI
$2057.72
Consumer Cyclical		 50.2
Fwd: 33.5		 1.61 2.08
1.2		 40.6%
7.9%		 $130.48
6.3%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 7.1 6.3 8.7 8.2 6.9
WST
$262.41
Healthcare		 38.9
Fwd: 33.7		 4.20 0.10
2.9		 16.9%
16.3%		 $5.27
2.0%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.1 6.7 7.0 6.9
BR
$224.77
Technology		 28.7
Fwd: 21.9		 2.96 1.32
0.9		 38.2%
13.1%		 $11.03
4.9%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 6.8 7.4 7.1 6.9
CTSH
$71.17
Technology		 16.5
Fwd: 12.7		 1.90 0.08
2.4		 14.5%
10.2%		 $5.49
7.7%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 7.1 6.2 5.8 6.9
MAR
$282.89
Consumer Cyclical		 29.9
Fwd: 25.0		 2.83 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.8 7.1 7.3 5.5 6.8
NVMI
$286.78
Technology		 37.6
Fwd: 29.9		 2.22 0.75
4.6		 23.6%
28.7%		 $7.81
2.7%		 24.5% 35.3% EPS: +40.9% | Sales: +39.4% 6.4 6.8 7.8 6.2 6.8
SHOP
$139.93
Technology		 102.5
Fwd: 77.0		 4.83 0.09
3.9		 15.7%
16.6%		 $1.45
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.1 7.6 5.9 6.8
SCHW
$91.91
Financial		 21.6
Fwd: 16.4		 0.82 0.56
1.2		 17.1%
28.6%		 $11.56
12.6%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 6.7 7.1 6.5 6.8
VRSN
$250.19
Technology		 29.1
Fwd: 25.5		 3.39 N/A
0.5		 N/A
49.9%		 $10.84
4.3%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.8 7.3 5.3 4.9 6.7
EW
$84.74
Healthcare		 36.1
Fwd: 29.5		 3.67 0.07
4.0		 13.6%
23.5%		 $1.39
1.6%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.6 7.3 5.4 4.3 6.6
CME
$279.13
Financial		 27.1
Fwd: 24.1		 4.19 0.13
1.0		 13.3%
58.1%		 $11.32
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.0 6.2 5.9 6.5
AME
$191.19
Industrials		 30.2
Fwd: 24.0		 3.80 0.26
1.2		 14.6%
20.5%		 $7.13
3.7%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.9 7.0 6.8 4.9 6.5
MCD
$304.90
Consumer Cyclical		 26.0
Fwd: 23.0		 3.74 N/A
1.0		 N/A
32.0%		 $10.35
3.4%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.9 6.4 5.5 6.5
PODD
$328.02
Healthcare		 95.2
Fwd: 53.3		 2.81 0.75
2.8		 19.7%
9.8%		 $6.02
1.8%		 22.9% 98.8% EPS: -41.7% | Sales: +27.1% 4.2 6.1 7.9 8.0 6.5
A
$144.52
Healthcare		 33.9
Fwd: 24.0		 4.31 0.54
2.2		 19.9%
18.0%		 $3.84
2.7%		 4.8% 5.6% EPS: -11.5% | Sales: +4.5% 4.0 6.8 6.3 5.7 6.5
ENPH
$27.53
Technology		 19.1
Fwd: 13.1		 10.76 1.24
2.0		 20.3%
12.9%		 $1.66
6.0%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.5 6.8 6.7 6.5
CB
$295.58
Financial		 12.3
Fwd: 11.2		 1.48 0.31
0.4		 14.1%
16.5%		 $37.32
12.6%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 6.3 7.3 6.2 6.5
FSLR
$253.54
Technology		 19.5
Fwd: 11.3		 0.60 0.10
1.9		 16.9%
27.7%		 $5.73
2.3%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.8 5.3 4.6 6.4
CRM
$237.03
Technology		 34.4
Fwd: 18.6		 2.73 0.19
1.0		 11.2%
16.9%		 $13.12
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.7 6.0 6.5 8.7 6.4
SE
$145.75
Consumer Cyclical		 62.4
Fwd: 31.5		 1.34 0.42
1.4		 15.7%
6.8%		 N/A
N/A		 50.5% N/A EPS: +1347.0% | Sales: +35.2% 7.4 6.4 6.8 5.9 6.4
GD
$341.78
Industrials		 22.1
Fwd: 19.9		 1.96 0.40
1.4		 17.8%
8.2%		 $17.81
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 6.4 6.2 5.8 6.4
POOL
$237.84
Industrials		 21.7
Fwd: 20.5		 4.55 1.01
2.6		 29.2%
7.8%		 $10.59
4.5%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.3 7.5 6.4 6.3
AMZN
$232.87
Consumer Cyclical		 32.9
Fwd: 29.6		 1.61 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 7.0 5.9 7.2 7.1 6.3
SAP
$238.90
Technology		 35.8
Fwd: 28.6		 1.27 0.21
1.1		 16.3%
19.5%		 $6.33
2.6%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 8.2 7.3 6.3 0.5 6.2
EA
$200.77
Communication Services		 58.7
Fwd: 21.7		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 6.7 6.0 5.0 6.2
ITW
$241.41
Industrials		 23.4
Fwd: 21.6		 33.95 2.79
1.5		 91.7%
19.1%		 $9.81
4.1%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 6.6 7.8 4.1 6.2
TXN
$154.99
Technology		 28.3
Fwd: 25.5		 2.29 0.84
4.5		 29.6%
29.1%		 $2.29
1.5%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.9 5.8 3.3 6.2
CHD
$83.02
Consumer Defensive		 26.1
Fwd: 22.2		 5.12 0.57
1.1		 18.6%
12.7%		 $4.26
5.1%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 6.1 6.5 7.2 6.2
LMAT
$86.99
Healthcare		 37.4
Fwd: 33.7		 2.77 0.49
13.2		 15.0%
22.1%		 $2.92
3.4%		 13.4% 17.0% EPS: +28.0% | Sales: +13.1% 4.9 5.9 6.6 7.3 6.2
SPGI
$488.95
Financial		 35.5
Fwd: 24.7		 2.94 0.36
1.0		 12.6%
28.1%		 $18.04
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.5 5.8 6.2 8.3 6.2
NKE
$62.90
Consumer Cyclical		 32.2
Fwd: 25.2		 2.69 0.82
2.2		 21.1%
6.2%		 $2.04
3.2%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.8 6.1 6.3 6.5 6.2
AXP
$341.25
Financial		 22.9
Fwd: 19.6		 1.84 1.83
7.2		 33.7%
13.2%		 $27.50
8.1%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 6.2 6.1 6.8 6.2 6.1
ONTO
$127.30
Technology		 35.9
Fwd: 21.7		 3.64 0.01
9.5		 9.0%
17.5%		 $5.33
4.2%		 26.4% 129.6% EPS: -4.2% | Sales: +6.4% 4.8 6.0 6.8 6.3 6.1
SQ
$58.89
Technology		 11.8
Fwd: 18.2		 1.62 0.36
2.2		 14.8%
13.1%		 $3.01
5.1%		 38.6% 41.5% EPS: +178.1% | Sales: +0.5% 8.1 6.0 5.9 N/A 6.1
SBUX
$83.69
Consumer Cyclical		 51.4
Fwd: 27.6		 2.81 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 5.8 5.6 7.1 7.3 6.1
LIN
$417.85
Basic Materials		 28.0
Fwd: 23.4		 3.46 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.4 6.2 6.5 5.5 6.0
ROK
$370.10
Industrials		 48.3
Fwd: 27.2		 3.56 1.00
1.1		 24.2%
10.4%		 $12.09
3.3%		 5.7% -2.6% EPS: -7.5% | Sales: +1.0% 4.1 6.3 6.7 4.7 6.0
BABA
$157.71
Consumer Cyclical		 18.4
Fwd: 16.5		 2.13 0.23
1.4		 15.2%
14.8%		 $4.78
3.0%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 6.8 5.6 5.8 7.7 6.0
TYL
$463.05
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 5.8 5.8 7.5 6.0
KO
$70.68
Consumer Defensive		 23.4
Fwd: 22.0		 3.76 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 6.0 5.8 6.3 6.0
WPM
$102.28
Basic Materials		 46.4
Fwd: 31.4		 1.35 0.00
8.1		 13.1%
54.7%		 $1.53
1.5%		 8.3% 43.3% EPS: +64.1% | Sales: +50.3% 6.1 7.0 6.2 0.5 5.9
BMRN
$54.46
Healthcare		 20.4
Fwd: 12.0		 0.62 0.10
4.8		 9.1%
16.9%		 $4.33
8.0%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 5.9 6.2 4.9 5.9
ETN
$342.75
Industrials		 34.3
Fwd: 24.9		 2.68 0.60
1.3		 20.7%
14.7%		 $8.55
2.5%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 5.0 6.2 6.3 4.3 5.9
CMI
$455.98
Industrials		 23.7
Fwd: 17.7		 1.87 0.68
1.8		 23.8%
7.9%		 $16.50
3.6%		 7.7% 14.4% EPS: +27.4% | Sales: -1.8% 7.9 5.7 6.3 5.5 5.9
CPAY
$274.18
Technology		 18.6
Fwd: 11.0		 1.24 1.99
1.1		 29.4%
24.4%		 $16.34
6.0%		 8.4% 7.0% EPS: +4.5% | Sales: +11.3% 8.8 5.5 6.1 6.6 5.9
DKS
$208.98
Consumer Cyclical		 14.6
Fwd: 13.7		 2.85 1.37
1.7		 37.4%
8.5%		 $5.18
2.5%		 9.0% 33.3% EPS: +4.6% | Sales: +2.7% 5.8 5.4 6.8 6.9 5.8
CAT
$552.05
Industrials		 28.3
Fwd: 24.9		 4.27 2.01
1.4		 46.3%
14.3%		 $16.16
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.4 6.1 7.0 4.1 5.8
EPAM
$177.78
Technology		 27.1
Fwd: 14.2		 3.10 0.04
3.0		 10.2%
7.0%		 $8.31
4.7%		 15.6% 11.6% EPS: -15.5% | Sales: +14.3% 5.0 5.3 5.9 8.2 5.8
PSA
$270.27
Real Estate		 28.1
Fwd: 26.1		 30.86 1.08
1.7		 20.0%
35.4%		 $16.69
6.2%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 5.6 6.6 6.8 5.7
GDDY
$125.19
Technology		 21.6
Fwd: 17.5		 2.00 42.17
0.6		 369.4%
17.0%		 $11.38
9.1%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.6 4.8 8.2 7.3 5.7
AMD
$240.52
Technology		 118.9
Fwd: 37.5		 2.70 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 5.0 5.0 6.7 8.1 5.7
HEI
$310.88
Industrials		 68.1
Fwd: 58.4		 3.91 0.59
3.4		 16.7%
15.0%		 $6.48
2.1%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 2.8 5.5 6.0 7.2 5.6
TRI
$137.14
Industrials		 35.3
Fwd: 30.7		 3.50 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 4.0 6.7 6.3 0.5 5.6
ETSY
$54.62
Consumer Cyclical		 38.2
Fwd: 21.4		 4.43 N/A
3.2		 N/A
6.4%		 $6.43
11.8%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 5.0 6.7 8.4 5.6
CMCSA
$27.22
Communication Services		 4.5
Fwd: 6.5		 2.95 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.8 5.5 5.7 5.7 5.6
TDY
$499.55
Technology		 28.9
Fwd: 21.1		 3.24 0.24
1.8		 8.1%
13.6%		 $22.11
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 5.0 5.3 5.6 7.0 5.5
VRSK
$219.10
Industrials		 33.5
Fwd: 28.6		 3.79 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.4 8.1 5.0 5.5
UNP
$221.00
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 6.1 6.0 2.5 5.5
BLK
$1023.80
Financial		 26.6
Fwd: 18.9		 2.20 0.27
4.0		 12.6%
25.9%		 $24.65
2.4%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.5 4.0 6.3 5.5
BRO
$80.71
Financial		 24.2
Fwd: 17.1		 2.30 0.65
1.2		 10.5%
18.0%		 $3.81
4.7%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.9 4.8 6.2 8.3 5.5
ATEN
$16.84
Technology		 24.7
Fwd: 17.8		 3.63 1.11
3.6		 23.9%
17.8%		 $1.00
6.0%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.8 5.9 5.9 3.1 5.5
DAL
$55.76
Industrials		 7.9
Fwd: 7.7		 0.79 1.11
0.4		 28.5%
7.4%		 $4.71
8.4%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.4 5.4 4.5 5.4
UPS
$94.19
Industrials		 14.6
Fwd: 13.1		 12.65 1.85
1.3		 33.7%
6.2%		 $5.18
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.3 6.0 5.8 5.4
BSX
$101.76
Healthcare		 54.4
Fwd: 29.3		 3.37 0.51
1.5		 12.7%
14.4%		 $2.58
2.5%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.6 5.2 5.3 6.1 5.3
CROX
$77.15
Consumer Cyclical		 25.1
Fwd: 6.5		 N/A 1.25
1.4		 11.8%
4.5%		 $13.80
17.9%		 27.2% 57.0% EPS: -77.3% | Sales: +0.0% 6.7 4.3 6.6 8.5 5.3
SNPS
$390.24
Technology		 30.6
Fwd: 28.0		 3.35 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 4.6 4.6 9.2 5.3
COP
$88.72
Energy		 12.6
Fwd: 14.0		 7.34 0.36
1.3		 15.4%
14.8%		 $5.73
6.5%		 11.0% 4.1% EPS: -16.1% | Sales: +8.4% 3.9 5.2 5.5 6.1 5.2
ICE
$150.33
Financial		 27.4
Fwd: 20.1		 2.43 0.68
1.0		 11.3%
26.6%		 $7.88
5.2%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 4.8 5.9 6.9 5.2
IEX
$162.76
Industrials		 25.7
Fwd: 19.6		 5.77 0.48
2.9		 12.2%
14.0%		 $7.80
4.8%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 5.4 5.0 5.0 5.2
NDAQ
$85.70
Financial		 30.6
Fwd: 22.6		 2.15 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 6.0 5.1 5.7 5.4 5.2
HD
$358.03
Consumer Cyclical		 24.3
Fwd: 22.1		 4.72 5.75
1.1		 193.9%
8.9%		 $14.30
4.0%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.8 7.5 5.8 5.2
WDAY
$224.95
Technology		 104.0
Fwd: 21.2		 4.86 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 4.5 5.8 8.4 5.2
XYL
$140.99
Industrials		 36.3
Fwd: 25.3		 2.75 0.19
2.0		 8.7%
10.7%		 $3.80
2.7%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 5.3 4.9 5.3 6.3 5.2
TDG
$1335.77
Industrials		 41.6
Fwd: 29.0		 3.29 N/A
3.2		 N/A
21.1%		 $32.24
2.4%		 11.6% 31.1% EPS: +25.4% | Sales: +11.3% 4.1 4.9 5.8 6.3 5.2
XOM
$117.68
Energy		 17.1
Fwd: 15.9		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.8 5.4 5.7 3.8 5.1
RSG
$209.81
Industrials		 31.2
Fwd: 28.7		 3.92 1.14
0.6		 18.2%
12.8%		 $8.17
3.9%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.3 4.8 5.8 6.3 5.1
TMO
$567.16
Healthcare		 32.8
Fwd: 23.1		 4.40 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 4.8 5.5 6.9 5.1
SHW
$326.81
Basic Materials		 31.9
Fwd: 26.0		 4.11 3.25
0.8		 59.9%
11.1%		 $9.79
3.0%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.7 7.3 6.5 5.1
FISV
$62.70
Technology		 9.7
Fwd: 7.4		 6.55 1.21
1.1		 13.6%
17.1%		 $8.62
13.8%		 15.0% 25.8% EPS: +24.9% | Sales: +5.2% 4.1 4.4 6.4 8.0 5.1
MTB
$181.06
Financial		 11.2
Fwd: 9.6		 0.88 0.52
0.4		 9.6%
19.8%		 $23.79
13.1%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 4.5 5.9 6.1 5.1
LMT
$470.78
Industrials		 26.3
Fwd: 16.0		 2.21 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 6.5 4.5 6.8 6.2 5.1
HON
$196.08
Industrials		 20.7
Fwd: 19.1		 3.32 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.2 6.2 3.9 5.1
UL
$59.21
Consumer Defensive		 24.3
Fwd: 16.4		 3.27 1.80
0.8		 28.4%
9.3%		 $2.75
4.6%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.8 5.9 6.2 0.5 5.1
BRK-B
$503.26
Financial		 16.1
Fwd: 23.3		 47.33 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.1 3.8 6.0 5.1
VMC
$280.08
Basic Materials		 33.3
Fwd: 28.5		 2.33 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 5.0 4.6 5.0 6.9 5.0
NOC
$563.03
Industrials		 20.2
Fwd: 19.5		 3.29 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 5.0 4.7 5.9 6.0 5.0
DIS
$105.69
Communication Services		 15.4
Fwd: 14.3		 1.32 0.41
0.7		 11.8%
13.2%		 $5.65
5.3%		 7.7% N/A EPS: +152.3% | Sales: +3.6% 8.2 4.8 4.7 5.2 5.0
MSI
$377.69
Technology		 30.3
Fwd: 23.2		 3.62 4.27
1.0		 115.8%
18.7%		 $14.49
3.8%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.4 7.4 6.3 5.0
KEYS
$175.51
Technology		 55.9
Fwd: 22.5		 4.53 0.49
3.6		 10.0%
10.4%		 $8.23
4.7%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 4.9 4.7 5.8 5.0
PWR
$426.87
Industrials		 63.3
Fwd: 34.3		 3.69 0.72
1.3		 13.2%
3.7%		 $8.39
2.0%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.9 4.2 6.5 7.7 5.0
WMT
$102.95
Consumer Defensive		 38.8
Fwd: 34.9		 4.16 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 4.6 5.8 6.8 4.9
HOLX
$74.14
Healthcare		 29.9
Fwd: 14.8		 3.54 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.5 5.0 4.9 4.6 4.9
SBAC
$195.78
Real Estate		 24.6
Fwd: 22.2		 2.86 N/A
0.5		 N/A
30.7%		 $3.60
1.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 5.0 6.3 3.4 4.9
ELF
$72.79
Consumer Defensive		 51.6
Fwd: 20.7		 5.84 0.81
2.7		 8.8%
5.9%		 $2.38
3.3%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 4.1 6.7 8.2 4.9
TRMB
$75.55
Technology		 51.4
Fwd: 21.9		 4.52 0.24
1.0		 6.1%
9.9%		 $1.32
1.8%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 4.7 5.2 5.6 4.9
MDT
$96.28
Healthcare		 26.6
Fwd: 15.8		 4.53 0.60
2.0		 9.7%
13.6%		 $4.13
4.3%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 5.0 4.8 4.4 4.8
CSGP
$67.00
Real Estate		 1303.5
Fwd: 47.0		 37.16 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 4.1 6.2 8.4 4.8
TECH
$58.61
Healthcare		 119.8
Fwd: 26.5		 11.75 0.20
4.2		 3.8%
6.4%		 $1.44
2.5%		 10.6% -20.6% EPS: -48.2% | Sales: +3.9% 3.7 4.1 5.8 7.8 4.8
ECL
$255.46
Basic Materials		 36.7
Fwd: 30.1		 2.78 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 4.5 5.1 5.5 3.1 4.8
BLDR
$99.42
Industrials		 18.9
Fwd: 15.3		 N/A 1.18
1.8		 13.6%
3.8%		 $9.23
9.3%		 17.6% 36.7% EPS: -48.8% | Sales: -6.4% 6.7 4.0 6.7 6.8 4.8
GS
$775.56
Financial		 15.8
Fwd: 14.0		 1.04 5.24
1.3		 13.6%
12.5%		 $191.02
24.6%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 4.5 6.5 3.8 4.8
SYK
$360.13
Healthcare		 47.3
Fwd: 24.1		 4.24 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 5.0 5.2 3.8 4.8
VICI
$30.13
Real Estate		 11.5
Fwd: 10.6		 2.54 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 4.2 5.5 7.1 4.8
EXR
$130.55
Real Estate		 29.2
Fwd: 26.8		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 3.9 6.0 8.3 4.7
SLB
$35.80
Energy		 13.8
Fwd: 12.2		 N/A 0.50
1.4		 15.5%
10.3%		 $2.73
7.6%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 4.8 5.0 3.8 4.7
JPM
$300.37
Financial		 14.9
Fwd: 14.2		 1.86 3.06
1.1		 16.4%
20.4%		 $16.86
5.6%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.9 4.3 5.3 5.4 4.7
FITB
$41.12
Financial		 12.3
Fwd: 11.7		 0.81 0.90
0.2		 11.5%
16.0%		 $4.31
10.5%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 4.5 5.2 3.8 4.7
COF
$201.01
Financial		 85.2
Fwd: 9.7		 3.91 0.45
2.1		 1.5%
1.7%		 $32.79
16.3%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.8 4.3 5.2 6.0 4.6
EMR
$126.93
Industrials		 31.4
Fwd: 17.9		 3.69 0.68
0.9		 10.9%
12.7%		 $4.75
3.7%		 1.4% 4.5% EPS: +18.1% | Sales: +3.0% 4.8 4.7 4.8 4.2 4.6
HUBS
$369.10
Technology		 N/A
Fwd: 32.1		 N/A 0.15
1.4		 -0.2%
-0.1%		 $12.50
3.4%		 31.2% N/A EPS: +75.3% | Sales: +19.2% 6.0 4.0 5.3 6.8 4.6
ICLR
$156.49
Healthcare		 21.2
Fwd: 11.6		 9.57 0.38
1.1		 6.3%
7.4%		 $12.49
8.0%		 24.2% 6.5% EPS: -17.9% | Sales: -2.5% 4.1 3.7 6.1 7.9 4.6
O
$57.00
Real Estate		 53.3
Fwd: 36.6		 2.87 0.74
2.2		 2.5%
17.1%		 $3.96
6.9%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 4.5 3.7 6.2 7.9 4.6
MLM
$589.97
Basic Materials		 31.1
Fwd: 27.2		 2.68 0.61
3.0		 11.6%
17.3%		 $16.70
2.8%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.7 4.0 4.8 6.8 4.5
ROP
$443.88
Technology		 30.6
Fwd: 20.5		 3.53 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 5.0 4.6 5.0 3.5 4.5
DHR
$220.44
Healthcare		 45.4
Fwd: 26.2		 6.10 0.36
1.5		 6.8%
14.4%		 $7.10
3.2%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 4.3 5.0 5.5 4.5
DDOG
$180.26
Technology		 610.6
Fwd: 78.0		 38.19 0.37
3.6		 3.5%
3.3%		 $2.68
1.5%		 49.2% N/A EPS: -46.1% | Sales: +26.6% 2.0 3.9 6.2 6.5 4.5
TSLA
$408.92
Consumer Cyclical		 273.2
Fwd: 184.2		 30.49 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 3.7 6.2 7.5 4.5
MKC
$64.57
Consumer Defensive		 22.3
Fwd: 20.3		 4.10 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 4.0 4.4 6.5 4.4
BILL
$49.63
Technology		 N/A
Fwd: 19.3		 N/A 0.49
1.7		 0.3%
0.8%		 $3.13
6.3%		 56.1% N/A EPS: +50.7% | Sales: +11.6% 6.6 3.7 5.3 6.4 4.3
FROG
$56.87
Technology		 N/A
Fwd: 64.6		 N/A 0.01
2.1		 -9.9%
-15.9%		 $1.19
2.1%		 32.5% -60.3% EPS: -32.5% | Sales: +22.7% 4.7 3.8 4.9 6.5 4.3
IR
$73.67
Industrials		 54.6
Fwd: 20.6		 9.22 0.48
2.2		 5.3%
7.3%		 $3.16
4.3%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 4.0 3.4 6.6 7.0 4.3
MS
$159.45
Financial		 16.4
Fwd: 15.2		 1.24 3.92
1.6		 15.2%
13.8%		 $6.51
4.1%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 4.2 4.2 3.9 4.3
RTX
$175.63
Industrials		 36.1
Fwd: 25.8		 3.62 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.4 3.8 4.8 6.3 4.3
ESTC
$87.44
Technology		 N/A
Fwd: 32.4		 N/A 0.61
2.0		 -9.7%
-5.4%		 $2.96
3.4%		 28.2% 13.2% EPS: -229.0% | Sales: +17.4% 6.0 3.6 5.0 6.3 4.2
ATKR
$64.65
Industrials		 20.8
Fwd: 11.9		 N/A 0.64
3.1		 7.3%
3.8%		 $7.76
12.0%		 10.8% 35.0% EPS: -78.2% | Sales: -12.1% 6.7 3.2 6.2 6.1 4.1
LHX
$287.69
Industrials		 30.9
Fwd: 23.2		 11.03 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 3.3 5.2 6.9 4.1
CPNG
$27.81
Consumer Cyclical		 131.6
Fwd: 50.7		 1.02 1.04
1.1		 8.7%
1.2%		 $0.69
2.5%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 3.0 6.2 5.7 4.0
MRVL
$83.45
Technology		 N/A
Fwd: 24.8		 N/A 0.38
1.9		 -0.8%
-1.4%		 $1.78
2.1%		 16.4% N/A EPS: +89.4% | Sales: +37.0% 6.1 3.2 5.0 6.5 4.0
IQV
$216.12
Healthcare		 29.7
Fwd: 16.7		 3.41 2.47
0.7		 19.6%
8.1%		 $12.98
6.0%		 6.8% 50.9% EPS: -4.7% | Sales: +3.9% 4.8 3.0 5.8 6.2 3.8
PEP
$147.83
Consumer Defensive		 28.1
Fwd: 17.2		 8.06 2.62
0.9		 37.2%
7.8%		 $4.96
3.4%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.0 6.3 6.4 3.8
EXAS
$67.15
Healthcare		 N/A
Fwd: 219.6		 N/A 1.01
2.7		 -34.5%
-32.0%		 $1.30
1.9%		 25.8% -54.2% EPS: -353.7% | Sales: +14.5% 4.3 3.1 5.0 6.2 3.8
ON
$46.02
Technology		 60.0
Fwd: 15.8		 68.24 0.46
5.2		 3.9%
5.2%		 $3.40
7.4%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 3.4 5.5 4.0 3.7
DLR
$157.70
Real Estate		 40.7
Fwd: 96.3		 4.51 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 3.3 4.9 5.8 3.7
CELH
$40.16
Consumer Defensive		 441.8
Fwd: 26.5		 7.27 0.29
1.8		 3.1%
1.1%		 $2.03
5.1%		 78.3% 54.3% EPS: -87.0% | Sales: +55.1% 3.2 2.9 6.6 6.4 3.7
SMCI
$34.10
Technology		 27.3
Fwd: 11.2		 1.41 0.74
5.4		 12.8%
3.8%		 $0.37
1.1%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.5 2.8 5.0 6.2 3.7
KMI
$27.14
Energy		 22.2
Fwd: 19.8		 2.55 1.06
0.6		 8.9%
16.6%		 $1.12
4.1%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.9 3.5 4.9 2.8 3.6
FIS
$63.93
Technology		 201.3
Fwd: 10.1		 20.61 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 3.2 5.0 3.9 3.5
ABBV
$234.00
Healthcare		 176.6
Fwd: 16.4		 10.93 N/A
0.7		 138.5%
3.9%		 $11.14
4.8%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 2.7 5.8 5.8 3.5
ENB
$47.75
Energy		 26.2
Fwd: 21.3		 3.71 1.59
0.8		 9.0%
8.7%		 $1.61
3.4%		 0.9% -3.0% EPS: -15.1% | Sales: +29.3% 4.4 3.3 4.4 2.9 3.4
ORCL
$219.86
Technology		 50.9
Fwd: 27.5		 2.33 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 6.4 2.3 5.3 5.9 3.3
WM
$207.97
Industrials		 32.8
Fwd: 25.0		 3.48 2.45
0.8		 29.3%
10.3%		 $5.96
2.9%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.4 2.5 5.2 5.2 3.3
GATX
$152.69
Industrials		 17.9
Fwd: 15.7		 1.90 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.3 4.4 4.5 3.1
AXON
$543.23
Industrials		 172.0
Fwd: 71.5		 9.78 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.6 5.0 4.6 3.1
APD
$253.09
Basic Materials		 N/A
Fwd: 18.2		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -110.3% | Sales: -0.5% 5.2 2.5 4.4 3.2 3.0
QSR
$68.06
Consumer Cyclical		 24.3
Fwd: 17.0		 2.59 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.7 1.3 5.2 6.0 2.7
AMT
$180.47
Real Estate		 28.8
Fwd: 26.1		 1.93 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.1 1.9 5.3 3.6 2.6
CHTR
$201.84
Communication Services		 5.6
Fwd: 4.7		 0.48 6.24
0.4		 34.8%
9.3%		 $16.96
8.4%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 8.8 1.1 4.7 6.0 2.5
ODD
$37.20
Consumer Defensive		 20.8
Fwd: 16.7		 1.14 0.07
6.3		 30.4%
14.7%		 $2.33
6.3%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.9 9.7 10.0 7.9 9.6
CPRX
$22.56
Healthcare		 13.2
Fwd: 12.6		 1.12 0.00
6.6		 27.5%
37.6%		 $1.91
8.5%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.8 9.5 10.0 6.8 9.6
APPF
$238.28
Technology		 42.8
Fwd: 37.4		 1.86 0.08
2.9		 44.7%
22.5%		 $5.89
2.5%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.7 9.3 10.0 9.3 9.4
NVDA
$186.60
Technology		 53.1
Fwd: 27.5		 1.28 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.6 8.7 10.0 8.9 9.4
MEDP
$585.76
Healthcare		 41.0
Fwd: 35.2		 2.95 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 5.2 9.9 10.0 9.3 9.3
DECK
$80.72
Consumer Cyclical		 12.0
Fwd: 11.8		 1.70 0.14
3.1		 43.3%
19.4%		 $6.72
8.3%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 8.7 10.0 9.5 9.3
DXCM
$58.49
Healthcare		 32.5
Fwd: 23.6		 1.50 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.6 8.6 10.0 8.8 9.3
DUOL
$178.27
Technology		 22.7
Fwd: 40.8		 0.55 0.07
2.8		 36.2%
40.0%		 $7.69
4.3%		 60.3% N/A EPS: +318.8% | Sales: +39.9% 8.9 8.8 9.5 7.5 9.2
LRN
$62.74
Consumer Defensive		 9.7
Fwd: 8.0		 0.76 0.38
6.8		 23.0%
12.8%		 $8.61
13.7%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 8.6 10.0 4.7 9.2
EXEL
$42.42
Healthcare		 17.9
Fwd: 13.1		 0.53 0.08
3.8		 30.6%
29.6%		 $2.91
6.9%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.5 9.0 8.2 9.2
APP
$539.27
Communication Services		 68.0
Fwd: 37.0		 1.10 2.38
3.2		 230.7%
49.3%		 $9.92
1.8%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 7.2 8.1 10.0 7.6 9.1
DOCS
$47.07
Healthcare		 37.5
Fwd: 27.4		 3.47 0.01
7.8		 24.6%
40.7%		 $1.66
3.5%		 37.4% 79.5% EPS: +44.1% | Sales: +20.2% 4.6 9.3 10.0 N/A 9.1
ABNB
$117.60
Consumer Cyclical		 27.8
Fwd: 22.8		 1.82 0.26
1.4		 30.8%
21.9%		 $7.37
6.3%		 18.2% N/A EPS: +47.2% | Sales: +10.6% 7.3 9.9 9.5 5.1 9.1
PINS
$25.52
Communication Services		 8.8
Fwd: 13.0		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.5%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 8.7 9.5 5.9 9.0
HALO
$70.56
Healthcare		 14.8
Fwd: 8.7		 0.47 3.00
1.6		 124.5%
47.9%		 $5.12
7.3%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 8.6 8.3 9.5 7.0 9.0
LULU
$164.16
Consumer Cyclical		 11.2
Fwd: 13.0		 N/A 0.40
2.3		 42.4%
16.4%		 $9.45
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 8.0 10.0 7.7 8.9
DT
$45.15
Technology		 27.1
Fwd: 24.5		 1.77 0.03
1.5		 20.6%
27.3%		 $1.58
3.5%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.8 8.0 9.5 7.6 8.9
SQ
$58.89
Technology		 11.8
Fwd: 18.2		 1.62 0.36
2.2		 14.8%
13.1%		 $3.01
5.1%		 38.6% 41.5% EPS: +178.1% | Sales: +0.5% 8.1 7.4 9.7 N/A 8.9
MELI
$2057.72
Consumer Cyclical		 50.2
Fwd: 33.5		 1.61 2.08
1.2		 40.6%
7.9%		 $130.48
6.3%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 7.1 7.7 9.5 8.2 8.7
ONTO
$127.30
Technology		 35.9
Fwd: 21.7		 3.64 0.01
9.5		 9.0%
17.5%		 $5.33
4.2%		 26.4% 129.6% EPS: -4.2% | Sales: +6.4% 4.8 7.6 10.0 6.3 8.7
ACAD
$24.01
Healthcare		 15.4
Fwd: 32.5		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
4.9%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 8.6 9.5 5.7 8.6
PODD
$328.02
Healthcare		 95.2
Fwd: 53.3		 2.81 0.75
2.8		 19.7%
9.8%		 $6.02
1.8%		 22.9% 98.8% EPS: -41.7% | Sales: +27.1% 4.2 7.8 10.0 8.0 8.6
MPWR
$897.01
Technology		 22.9
Fwd: 43.2		 1.14 0.01
4.8		 64.0%
71.2%		 $14.72
1.6%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.6 6.6 9.7 7.4 8.6
CMG
$30.53
Consumer Cyclical		 26.9
Fwd: 25.1		 3.20 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.4 10.0 7.7 8.5
REGN
$704.31
Healthcare		 16.9
Fwd: 16.4		 4.85 0.09
4.1		 15.2%
32.1%		 $40.18
5.7%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 8.0 9.8 8.4 8.5
VEEV
$277.01
Healthcare		 56.8
Fwd: 32.7		 4.02 0.01
5.6		 13.7%
27.3%		 $8.10
2.9%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 8.5 9.8 7.7 8.5
AMD
$240.52
Technology		 118.9
Fwd: 37.5		 2.70 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 5.0 7.0 9.8 8.1 8.5
CROX
$77.15
Consumer Cyclical		 25.1
Fwd: 6.5		 N/A 1.25
1.4		 11.8%
4.5%		 $13.80
17.9%		 27.2% 57.0% EPS: -77.3% | Sales: +0.0% 6.7 6.8 9.7 8.5 8.5
NOW
$835.79
Technology		 101.1
Fwd: 41.0		 4.89 0.21
1.0		 16.8%
13.7%		 $19.03
2.3%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 8.3 9.5 7.5 8.5
PLTR
$171.25
Technology		 400.5
Fwd: 173.1		 8.10 0.04
6.4		 19.8%
28.1%		 $0.75
0.4%		 31.0% N/A EPS: +116.3% | Sales: +47.2% 1.8 9.0 9.5 6.9 8.4
PAYC
$164.09
Technology		 20.4
Fwd: 16.3		 1.89 0.05
1.1		 28.6%
22.6%		 $7.01
4.3%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 8.9 8.2 9.8 8.4
PGR
$225.35
Financial		 12.3
Fwd: 13.8		 2.34 0.19
0.7		 34.2%
12.6%		 $29.08
12.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.6 8.2 9.4 8.3
FTNT
$81.94
Technology		 33.7
Fwd: 28.0		 3.04 1.35
1.0		 228.0%
28.6%		 $2.73
3.3%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 9.2 8.5 9.4 8.3
TSM
$282.01
Technology		 28.9
Fwd: 22.6		 0.96 0.21
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 9.1 8.5 0.5 8.3
MNST
$71.84
Consumer Defensive		 40.9
Fwd: 32.3		 2.69 0.00
3.2		 25.5%
21.6%		 $2.03
2.8%		 12.3% 8.0% EPS: +12.8% | Sales: +7.6% 4.5 8.7 9.5 7.5 8.3
BLDR
$99.42
Industrials		 18.9
Fwd: 15.3		 N/A 1.18
1.8		 13.6%
3.8%		 $9.23
9.3%		 17.6% 36.7% EPS: -48.8% | Sales: -6.4% 6.7 6.6 9.7 6.8 8.3
SCHW
$91.91
Financial		 21.6
Fwd: 16.4		 0.82 0.56
1.2		 17.1%
28.6%		 $11.56
12.6%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 8.0 8.5 6.5 8.3
ANET
$127.26
Technology		 48.4
Fwd: 37.9		 2.29 0.00
3.2		 31.7%
39.7%		 $3.21
2.5%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.3 8.5 6.6 8.3
NSSC
$40.22
Industrials		 32.8
Fwd: 26.2		 1.96 0.03
7.1		 25.0%
23.8%		 $1.44
3.6%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 6.5 8.9 8.5 7.9 8.3
ETSY
$54.62
Consumer Cyclical		 38.2
Fwd: 21.4		 4.43 N/A
3.2		 N/A
6.4%		 $6.43
11.8%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 7.2 9.8 8.4 8.3
PCTY
$145.32
Technology		 36.4
Fwd: 17.8		 3.65 0.12
1.0		 20.4%
13.8%		 $7.33
5.0%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.8 9.0 8.5 9.1 8.2
SE
$145.75
Consumer Cyclical		 62.4
Fwd: 31.5		 1.34 0.42
1.4		 15.7%
6.8%		 N/A
N/A		 50.5% N/A EPS: +1347.0% | Sales: +35.2% 7.4 6.0 9.5 5.9 8.2
CPRT
$41.33
Industrials		 26.0
Fwd: 22.3		 2.46 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.0 5.8 9.9 7.7 8.2
PYPL
$61.89
Financial		 12.4
Fwd: 10.6		 1.00 0.60
1.3		 24.4%
14.9%		 $5.95
9.6%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 8.1 8.0 8.0 8.1
SHOP
$139.93
Technology		 102.5
Fwd: 77.0		 4.83 0.09
3.9		 15.7%
16.6%		 $1.45
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.6 9.5 5.9 8.1
GOOGL
$285.02
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.3 7.7 8.6 8.1
GS
$775.56
Financial		 15.8
Fwd: 14.0		 1.04 5.24
1.3		 13.6%
12.5%		 $191.02
24.6%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 6.8 9.2 3.8 8.1
BILL
$49.63
Technology		 N/A
Fwd: 19.3		 N/A 0.49
1.7		 0.3%
0.8%		 $3.13
6.3%		 56.1% N/A EPS: +50.7% | Sales: +11.6% 6.6 5.5 9.5 6.4 8.1
BRO
$80.71
Financial		 24.2
Fwd: 17.1		 2.30 0.65
1.2		 10.5%
18.0%		 $3.81
4.7%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.9 6.0 9.8 8.3 8.0
ASML
$1020.00
Technology		 38.2
Fwd: 33.6		 1.69 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.2 7.5 9.1 8.0
DOCU
$64.67
Technology		 48.8
Fwd: 16.0		 5.51 0.06
0.7		 14.2%
9.1%		 $4.65
7.2%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 8.5 8.6 6.5 8.0
WING
$227.29
Consumer Cyclical		 37.1
Fwd: 47.7		 2.08 N/A
4.0		 N/A
25.5%		 $2.25
1.0%		 25.7% 39.9% EPS: +79.0% | Sales: +15.6% 5.6 4.1 10.0 9.4 7.9
HUBS
$369.10
Technology		 N/A
Fwd: 32.1		 N/A 0.15
1.4		 -0.2%
-0.1%		 $12.50
3.4%		 31.2% N/A EPS: +75.3% | Sales: +19.2% 6.0 5.1 9.5 6.8 7.9
NVMI
$286.78
Technology		 37.6
Fwd: 29.9		 2.22 0.75
4.6		 23.6%
28.7%		 $7.81
2.7%		 24.5% 35.3% EPS: +40.9% | Sales: +39.4% 6.4 7.5 8.5 6.2 7.9
CPNG
$27.81
Consumer Cyclical		 131.6
Fwd: 50.7		 1.02 1.04
1.1		 8.7%
1.2%		 $0.69
2.5%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 6.0 8.8 5.7 7.9
QFIN
$22.21
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 7.4 7.9 7.4 7.9
AMZN
$232.87
Consumer Cyclical		 32.9
Fwd: 29.6		 1.61 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 7.0 3.3 10.0 7.1 7.8
IR
$73.67
Industrials		 54.6
Fwd: 20.6		 9.22 0.48
2.2		 5.3%
7.3%		 $3.16
4.3%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 4.0 6.2 9.7 7.0 7.8
V
$325.75
Financial		 32.2
Fwd: 22.6		 2.60 0.69
1.1		 51.5%
49.6%		 $11.27
3.5%		 12.9% 16.5% EPS: +2.8% | Sales: +11.3% 4.2 9.1 8.2 6.1 7.7
KLAC
$1133.70
Technology		 35.6
Fwd: 27.1		 3.22 1.22
2.6		 99.2%
33.8%		 $29.47
2.6%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 9.0 7.7 7.1 7.7
META
$602.01
Communication Services		 26.6
Fwd: 20.2		 2.24 0.26
2.0		 32.6%
30.9%		 $17.79
3.0%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.3 7.7 8.4 7.7
ADBE
$325.07
Technology		 20.2
Fwd: 13.9		 1.58 0.56
1.0		 52.9%
30.0%		 $22.92
7.1%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.9 6.5 9.2 7.6
ELF
$72.79
Consumer Defensive		 51.6
Fwd: 20.7		 5.84 0.81
2.7		 8.8%
5.9%		 $2.38
3.3%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 6.5 9.8 8.2 7.6
COST
$912.59
Consumer Defensive		 50.1
Fwd: 41.3		 4.74 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 6.6 10.0 8.9 7.6
PSA
$270.27
Real Estate		 28.1
Fwd: 26.1		 30.86 1.08
1.7		 20.0%
35.4%		 $16.69
6.2%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 7.5 9.5 6.8 7.6
SPGI
$488.95
Financial		 35.5
Fwd: 24.7		 2.94 0.36
1.0		 12.6%
28.1%		 $18.04
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.5 7.2 8.6 8.3 7.5
LMAT
$86.99
Healthcare		 37.4
Fwd: 33.7		 2.77 0.49
13.2		 15.0%
22.1%		 $2.92
3.4%		 13.4% 17.0% EPS: +28.0% | Sales: +13.1% 4.9 7.3 8.2 7.3 7.5
SMCI
$34.10
Technology		 27.3
Fwd: 11.2		 1.41 0.74
5.4		 12.8%
3.8%		 $0.37
1.1%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.5 2.0 9.8 6.2 7.5
CRM
$237.03
Technology		 34.4
Fwd: 18.6		 2.73 0.19
1.0		 11.2%
16.9%		 $13.12
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.7 7.6 7.7 8.7 7.5
ESTC
$87.44
Technology		 N/A
Fwd: 32.4		 N/A 0.61
2.0		 -9.7%
-5.4%		 $2.96
3.4%		 28.2% 13.2% EPS: -229.0% | Sales: +17.4% 6.0 4.8 9.0 6.3 7.5
USLM
$116.64
Basic Materials		 25.6
Fwd: 24.1		 2.25 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.0 7.2 8.5 7.0 7.4
EXLS
$38.77
Technology		 26.3
Fwd: 17.7		 1.74 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 8.2 6.9 7.9 7.4
RMD
$244.71
Healthcare		 25.0
Fwd: 20.2		 2.20 0.14
2.9		 25.4%
27.4%		 $12.11
5.0%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 9.0 6.7 9.1 7.4
QLYS
$139.46
Technology		 27.0
Fwd: 18.8		 3.10 0.10
1.4		 38.6%
29.0%		 $7.57
5.4%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 5.0 9.9 6.7 7.8 7.4
ICLR
$156.49
Healthcare		 21.2
Fwd: 11.6		 9.57 0.38
1.1		 6.3%
7.4%		 $12.49
8.0%		 24.2% 6.5% EPS: -17.9% | Sales: -2.5% 4.1 6.3 8.5 7.9 7.4
NFLX
$110.29
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $2.12
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.2 6.9 8.0 7.3
TXRH
$169.71
Consumer Cyclical		 25.9
Fwd: 25.5		 3.13 0.64
0.4		 31.6%
7.5%		 $5.15
3.0%		 14.3% 21.3% EPS: +12.4% | Sales: +14.4% 5.0 5.7 8.5 7.8 7.3
ADSK
$291.96
Technology		 60.5
Fwd: 25.8		 3.88 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.9 6.9 8.9 7.3
DDOG
$180.26
Technology		 610.6
Fwd: 78.0		 38.19 0.37
3.6		 3.5%
3.3%		 $2.68
1.5%		 49.2% N/A EPS: -46.1% | Sales: +26.6% 2.0 6.3 8.6 6.5 7.2
CB
$295.58
Financial		 12.3
Fwd: 11.2		 1.48 0.31
0.4		 14.1%
16.5%		 $37.32
12.6%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 7.9 6.7 6.2 7.2
MTB
$181.06
Financial		 11.2
Fwd: 9.6		 0.88 0.52
0.4		 9.6%
19.8%		 $23.79
13.1%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 6.7 7.0 6.1 7.2
INTU
$645.98
Technology		 47.1
Fwd: 24.6		 3.35 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.8 8.4 7.0 8.9 7.2
MANH
$170.94
Technology		 48.5
Fwd: 31.5		 5.47 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 10.0 6.7 6.1 7.2
CARG
$34.97
Consumer Cyclical		 23.7
Fwd: 13.7		 1.14 0.51
2.7		 35.4%
16.4%		 $2.64
7.5%		 8.7% -11.9% EPS: +427.1% | Sales: +4.2% 9.1 9.7 5.8 5.2 7.2
LRCX
$147.46
Technology		 32.5
Fwd: 26.4		 2.21 0.44
2.2		 62.3%
29.7%		 $4.42
3.0%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 8.9 6.7 4.9 7.1
TSLA
$408.92
Consumer Cyclical		 273.2
Fwd: 184.2		 30.49 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 6.0 8.8 7.5 7.1
O
$57.00
Real Estate		 53.3
Fwd: 36.6		 2.87 0.74
2.2		 2.5%
17.1%		 $3.96
6.9%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 4.5 6.3 8.6 7.9 7.1
PWR
$426.87
Industrials		 63.3
Fwd: 34.3		 3.69 0.72
1.3		 13.2%
3.7%		 $8.39
2.0%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.9 6.4 8.2 7.7 7.1
PANW
$202.90
Technology		 126.8
Fwd: 47.0		 9.41 0.05
0.9		 17.4%
12.3%		 $5.07
2.5%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 8.5 7.1 8.2 7.0
PTC
$174.21
Technology		 28.4
Fwd: 20.2		 3.51 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 8.1 6.9 7.8 7.0
FROG
$56.87
Technology		 N/A
Fwd: 64.6		 N/A 0.01
2.1		 -9.9%
-15.9%		 $1.19
2.1%		 32.5% -60.3% EPS: -32.5% | Sales: +22.7% 4.7 4.4 8.6 6.5 7.0
BMRN
$54.46
Healthcare		 20.4
Fwd: 12.0		 0.62 0.10
4.8		 9.1%
16.9%		 $4.33
8.0%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 7.4 6.5 4.9 7.0
MSFT
$507.49
Technology		 36.1
Fwd: 27.1		 2.02 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 7.7 6.6 9.1 7.0
ISRG
$546.71
Healthcare		 72.4
Fwd: 56.5		 4.84 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 7.8 7.8 6.0 7.0
WRB
$77.10
Financial		 16.2
Fwd: 16.6		 2.53 0.32
0.4		 20.9%
13.0%		 $8.64
11.2%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.2 8.2 6.9 7.0 7.0
CELH
$40.16
Consumer Defensive		 441.8
Fwd: 26.5		 7.27 0.29
1.8		 3.1%
1.1%		 $2.03
5.1%		 78.3% 54.3% EPS: -87.0% | Sales: +55.1% 3.2 5.5 9.7 6.4 7.0
BKNG
$4804.01
Consumer Cyclical		 31.2
Fwd: 18.1		 1.77 N/A
1.3		 N/A
19.4%		 $258.00
5.4%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 9.4 5.8 6.9 7.0
IDXX
$669.00
Healthcare		 53.0
Fwd: 46.3		 3.42 0.71
1.1		 64.6%
24.6%		 $12.07
1.8%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 8.9 6.7 7.7 7.0
JPM
$300.37
Financial		 14.9
Fwd: 14.2		 1.86 3.06
1.1		 16.4%
20.4%		 $16.86
5.6%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.9 5.2 8.1 5.4 7.0
MLI
$104.81
Industrials		 15.7
Fwd: 13.6		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.8%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 7.6 6.9 4.5 6.9
BMI
$174.59
Technology		 37.2
Fwd: 32.0		 3.36 0.00
3.2		 21.4%
15.4%		 $5.64
3.2%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.8 8.5 6.8 4.7 6.9
AVGO
$342.65
Technology		 87.5
Fwd: 36.7		 2.45 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 5.3 8.1 6.7 7.2 6.9
EXR
$130.55
Real Estate		 29.2
Fwd: 26.8		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 6.3 8.3 8.3 6.9
EXAS
$67.15
Healthcare		 N/A
Fwd: 219.6		 N/A 1.01
2.7		 -34.5%
-32.0%		 $1.30
1.9%		 25.8% -54.2% EPS: -353.7% | Sales: +14.5% 4.3 3.9 8.8 6.2 6.8
ZTS
$118.80
Healthcare		 20.0
Fwd: 17.4		 2.53 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 8.2 6.3 7.7 6.8
AMAT
$228.71
Technology		 26.4
Fwd: 20.4		 3.35 0.32
2.6		 35.5%
24.7%		 $7.15
3.1%		 10.5% 17.2% EPS: +0.5% | Sales: +4.5% 5.0 8.2 6.5 6.9 6.8
APH
$132.33
Technology		 44.1
Fwd: 33.0		 1.32 0.64
2.1		 34.8%
18.2%		 $2.91
2.2%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.9 7.8 6.1 7.2 6.8
VICI
$30.13
Real Estate		 11.5
Fwd: 10.6		 2.54 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 3.0 10.0 7.1 6.8
AXP
$341.25
Financial		 22.9
Fwd: 19.6		 1.84 1.83
7.2		 33.7%
13.2%		 $27.50
8.1%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 6.2 7.8 6.3 6.2 6.8
CSGP
$67.00
Real Estate		 1303.5
Fwd: 47.0		 37.16 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 6.5 8.6 8.4 6.7
AXON
$543.23
Industrials		 172.0
Fwd: 71.5		 9.78 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 3.1 10.0 4.6 6.7
CHD
$83.02
Consumer Defensive		 26.1
Fwd: 22.2		 5.12 0.57
1.1		 18.6%
12.7%		 $4.26
5.1%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 7.5 7.1 7.2 6.7
ROL
$57.96
Consumer Cyclical		 54.4
Fwd: 46.0		 4.21 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.9 6.7 7.4 6.7
MA
$536.85
Financial		 34.3
Fwd: 28.1		 2.28 2.40
1.1		 185.7%
45.2%		 $18.73
3.5%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.6 6.2 6.7 6.7
FISV
$62.70
Technology		 9.7
Fwd: 7.4		 6.55 1.21
1.1		 13.6%
17.1%		 $8.62
13.8%		 15.0% 25.8% EPS: +24.9% | Sales: +5.2% 4.1 6.8 6.9 8.0 6.6
ICE
$150.33
Financial		 27.4
Fwd: 20.1		 2.43 0.68
1.0		 11.3%
26.6%		 $7.88
5.2%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 6.6 7.0 6.9 6.6
ULTA
$509.57
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 7.3 6.7 6.9 6.6
AZO
$3855.26
Consumer Cyclical		 26.6
Fwd: 21.1		 2.19 N/A
0.9		 N/A
13.2%		 $107.63
2.8%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 5.9 6.7 7.3 6.6
EPAM
$177.78
Technology		 27.1
Fwd: 14.2		 3.10 0.04
3.0		 10.2%
7.0%		 $8.31
4.7%		 15.6% 11.6% EPS: -15.5% | Sales: +14.3% 5.0 7.3 6.4 8.2 6.6
SBUX
$83.69
Consumer Cyclical		 51.4
Fwd: 27.6		 2.81 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 5.8 7.3 6.3 7.3 6.5
TT
$413.78
Industrials		 31.8
Fwd: 27.9		 2.23 0.55
1.2		 37.1%
13.9%		 $11.51
2.8%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 7.2 6.5 7.0 6.5
GWW
$923.47
Industrials		 25.8
Fwd: 21.1		 3.58 0.76
2.7		 49.0%
9.8%		 $25.91
2.8%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 6.3 6.9 7.9 6.5
ENPH
$27.53
Technology		 19.1
Fwd: 13.1		 10.76 1.24
2.0		 20.3%
12.9%		 $1.66
6.0%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 7.8 6.3 6.7 6.5
HEI
$310.88
Industrials		 68.1
Fwd: 58.4		 3.91 0.59
3.4		 16.7%
15.0%		 $6.48
2.1%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 2.8 7.3 7.0 7.2 6.5
FICO
$1760.25
Technology		 66.3
Fwd: 35.2		 2.66 N/A
0.8		 N/A
32.8%		 $31.19
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.0 9.2 5.4 8.2 6.5
ATKR
$64.65
Industrials		 20.8
Fwd: 11.9		 N/A 0.64
3.1		 7.3%
3.8%		 $7.76
12.0%		 10.8% 35.0% EPS: -78.2% | Sales: -12.1% 6.7 6.1 6.6 6.1 6.4
WST
$262.41
Healthcare		 38.9
Fwd: 33.7		 4.20 0.10
2.9		 16.9%
16.3%		 $5.27
2.0%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.2 6.7 7.0 6.4
BABA
$157.71
Consumer Cyclical		 18.4
Fwd: 16.5		 2.13 0.23
1.4		 15.2%
14.8%		 $4.78
3.0%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 6.8 3.5 7.3 7.7 6.4
MRVL
$83.45
Technology		 N/A
Fwd: 24.8		 N/A 0.38
1.9		 -0.8%
-1.4%		 $1.78
2.1%		 16.4% N/A EPS: +89.4% | Sales: +37.0% 6.1 4.2 7.2 6.5 6.3
WDAY
$224.95
Technology		 104.0
Fwd: 21.2		 4.86 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 6.6 6.3 8.4 6.2
TDG
$1335.77
Industrials		 41.6
Fwd: 29.0		 3.29 N/A
3.2		 N/A
21.1%		 $32.24
2.4%		 11.6% 31.1% EPS: +25.4% | Sales: +11.3% 4.1 6.0 6.9 6.3 6.2
MS
$159.45
Financial		 16.4
Fwd: 15.2		 1.24 3.92
1.6		 15.2%
13.8%		 $6.51
4.1%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 4.5 7.0 3.9 6.2
ORLY
$99.56
Consumer Cyclical		 34.5
Fwd: 30.0		 3.30 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 6.0 6.7 8.2 6.2
RSG
$209.81
Industrials		 31.2
Fwd: 28.7		 3.92 1.14
0.6		 18.2%
12.8%		 $8.17
3.9%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.3 6.7 6.5 6.3 6.2
CDNS
$311.29
Technology		 80.3
Fwd: 38.6		 5.00 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 8.2 5.7 8.8 6.2
POOL
$237.84
Industrials		 21.7
Fwd: 20.5		 4.55 1.01
2.6		 29.2%
7.8%		 $10.59
4.5%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.7 6.5 6.4 6.2
SNPS
$390.24
Technology		 30.6
Fwd: 28.0		 3.35 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 4.4 6.9 9.2 6.2
MKTX
$173.46
Financial		 29.5
Fwd: 21.2		 3.61 0.05
2.2		 15.9%
26.0%		 $9.31
5.4%		 9.8% 6.2% EPS: -20.3% | Sales: +4.0% 3.9 8.6 5.4 6.6 6.2
ILMN
$120.08
Healthcare		 26.9
Fwd: 23.9		 2.44 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 6.3 8.8 4.9 4.8 6.1
TMO
$567.16
Healthcare		 32.8
Fwd: 23.1		 4.40 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 6.2 6.5 6.9 6.1
WPM
$102.28
Basic Materials		 46.4
Fwd: 31.4		 1.35 0.00
8.1		 13.1%
54.7%		 $1.53
1.5%		 8.3% 43.3% EPS: +64.1% | Sales: +50.3% 6.1 5.7 6.9 0.5 6.1
GILD
$124.09
Healthcare		 19.2
Fwd: 14.3		 0.73 1.16
1.4		 40.5%
27.9%		 $7.39
6.0%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.8% 9.5 8.6 4.2 4.5 6.1
RTX
$175.63
Industrials		 36.1
Fwd: 25.8		 3.62 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.4 4.3 7.3 6.3 6.0
LOW
$225.00
Consumer Cyclical		 18.5
Fwd: 17.0		 2.93 N/A
1.1		 N/A
8.2%		 $13.71
6.1%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.5 5.2 5.4 6.0
TYL
$463.05
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 7.5 5.8 7.5 6.0
ADP
$250.90
Technology		 24.8
Fwd: 20.9		 2.62 1.55
1.1		 70.6%
19.8%		 $11.37
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 9.4 4.5 7.3 6.0
BSX
$101.76
Healthcare		 54.4
Fwd: 29.3		 3.37 0.51
1.5		 12.7%
14.4%		 $2.58
2.5%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.6 6.9 5.8 6.1 6.0
NDAQ
$85.70
Financial		 30.6
Fwd: 22.6		 2.15 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 6.0 6.8 5.4 5.4 5.9
AAPL
$267.46
Technology		 35.9
Fwd: 29.5		 3.60 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 8.8 4.9 5.3 5.9
QCOM
$166.75
Technology		 34.1
Fwd: 13.2		 14.57 0.74
2.8		 23.3%
12.5%		 $11.97
7.2%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 8.5 5.2 5.7 5.9
XYL
$140.99
Industrials		 36.3
Fwd: 25.3		 2.75 0.19
2.0		 8.7%
10.7%		 $3.80
2.7%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 5.3 5.4 6.2 6.3 5.9
DKS
$208.98
Consumer Cyclical		 14.6
Fwd: 13.7		 2.85 1.37
1.7		 37.4%
8.5%		 $5.18
2.5%		 9.0% 33.3% EPS: +4.6% | Sales: +2.7% 5.8 3.2 6.9 6.9 5.9
DLR
$157.70
Real Estate		 40.7
Fwd: 96.3		 4.51 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 4.0 8.6 5.8 5.8
DPZ
$404.63
Consumer Cyclical		 23.6
Fwd: 20.7		 2.77 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.5 4.7 6.9 5.8
HLT
$266.05
Consumer Cyclical		 38.5
Fwd: 29.3		 2.84 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 5.0 8.7 4.8 6.5 5.8
TECH
$58.61
Healthcare		 119.8
Fwd: 26.5		 11.75 0.20
4.2		 3.8%
6.4%		 $1.44
2.5%		 10.6% -20.6% EPS: -48.2% | Sales: +3.9% 3.7 6.5 5.8 7.8 5.8
SBAC
$195.78
Real Estate		 24.6
Fwd: 22.2		 2.86 N/A
0.5		 N/A
30.7%		 $3.60
1.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 2.7 8.5 3.4 5.8
CTAS
$183.76
Industrials		 40.8
Fwd: 34.2		 3.87 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 7.6 5.3 7.6 5.8
JKHY
$163.64
Technology		 24.9
Fwd: 23.4		 3.68 0.03
1.3		 23.4%
19.9%		 $8.23
5.0%		 7.0% 10.1% EPS: +20.4% | Sales: +7.8% 4.7 9.1 4.5 7.0 5.8
TDY
$499.55
Technology		 28.9
Fwd: 21.1		 3.24 0.24
1.8		 8.1%
13.6%		 $22.11
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 5.0 7.2 5.2 7.0 5.8
ABT
$130.03
Healthcare		 16.3
Fwd: 22.9		 1.57 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 6.4 5.0 6.0 5.8
GDDY
$125.19
Technology		 21.6
Fwd: 17.5		 2.00 42.17
0.6		 369.4%
17.0%		 $11.38
9.1%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.6 6.3 5.0 7.3 5.8
AMT
$180.47
Real Estate		 28.8
Fwd: 26.1		 1.93 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.1 4.4 6.7 3.6 5.7
PH
$820.97
Industrials		 29.2
Fwd: 24.9		 3.13 0.75
1.1		 27.3%
18.2%		 $26.83
3.3%		 7.7% 23.9% EPS: +26.7% | Sales: +0.2% 4.3 7.1 5.4 6.5 5.7
BR
$224.77
Technology		 28.7
Fwd: 21.9		 2.96 1.32
0.9		 38.2%
13.1%		 $11.03
4.9%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 8.3 4.5 7.1 5.7
COF
$201.01
Financial		 85.2
Fwd: 9.7		 3.91 0.45
2.1		 1.5%
1.7%		 $32.79
16.3%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.8 6.6 5.4 6.0 5.7
CINF
$161.44
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.90
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 8.3 3.9 7.1 5.7
FITB
$41.12
Financial		 12.3
Fwd: 11.7		 0.81 0.90
0.2		 11.5%
16.0%		 $4.31
10.5%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 6.7 4.2 3.8 5.7
CMI
$455.98
Industrials		 23.7
Fwd: 17.7		 1.87 0.68
1.8		 23.8%
7.9%		 $16.50
3.6%		 7.7% 14.4% EPS: +27.4% | Sales: -1.8% 7.9 5.9 4.9 5.5 5.6
DIS
$105.69
Communication Services		 15.4
Fwd: 14.3		 1.32 0.41
0.7		 11.8%
13.2%		 $5.65
5.3%		 7.7% N/A EPS: +152.3% | Sales: +3.6% 8.2 6.0 4.9 5.2 5.6
MCO
$472.12
Financial		 38.0
Fwd: 29.0		 2.83 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.4 4.2 6.8 5.5
SYK
$360.13
Healthcare		 47.3
Fwd: 24.1		 4.24 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 6.9 5.4 3.8 5.5
GGG
$79.28
Industrials		 27.1
Fwd: 24.9		 3.56 0.02
3.2		 19.4%
22.7%		 $3.76
4.7%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.3 8.8 4.2 6.3 5.5
CPAY
$274.18
Technology		 18.6
Fwd: 11.0		 1.24 1.99
1.1		 29.4%
24.4%		 $16.34
6.0%		 8.4% 7.0% EPS: +4.5% | Sales: +11.3% 8.8 7.3 4.0 6.6 5.5
CHKP
$192.10
Technology		 21.1
Fwd: 18.2		 2.54 0.00
1.2		 34.2%
37.6%		 $10.93
5.7%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.8 9.7 3.7 5.2 5.5
ABBV
$234.00
Healthcare		 176.6
Fwd: 16.4		 10.93 N/A
0.7		 138.5%
3.9%		 $11.14
4.8%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 5.6 5.8 5.8 5.5
IQV
$216.12
Healthcare		 29.7
Fwd: 16.7		 3.41 2.47
0.7		 19.6%
8.1%		 $12.98
6.0%		 6.8% 50.9% EPS: -4.7% | Sales: +3.9% 4.8 5.8 5.4 6.2 5.5
VMC
$280.08
Basic Materials		 33.3
Fwd: 28.5		 2.33 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 5.0 5.5 5.4 6.9 5.5
GD
$341.78
Industrials		 22.1
Fwd: 19.9		 1.96 0.40
1.4		 17.8%
8.2%		 $17.81
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 7.6 3.9 5.8 5.4
CTSH
$71.17
Technology		 16.5
Fwd: 12.7		 1.90 0.08
2.4		 14.5%
10.2%		 $5.49
7.7%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 8.3 3.8 5.8 5.4
PEP
$147.83
Consumer Defensive		 28.1
Fwd: 17.2		 8.06 2.62
0.9		 37.2%
7.8%		 $4.96
3.4%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.6 7.2 6.4 5.4
MAR
$282.89
Consumer Cyclical		 29.9
Fwd: 25.0		 2.83 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.8 5.7 5.2 5.5 5.4
LIN
$417.85
Basic Materials		 28.0
Fwd: 23.4		 3.46 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.4 6.0 5.4 5.5 5.4
JNJ
$199.58
Healthcare		 19.3
Fwd: 17.3		 2.59 0.58
1.1		 33.6%
27.3%		 $8.13
4.1%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 5.6 8.1 3.9 5.7 5.3
PAYX
$110.48
Technology		 24.8
Fwd: 18.8		 3.21 1.26
1.3		 41.3%
27.9%		 $5.04
4.6%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 8.5 3.8 8.1 5.3
AWI
$179.87
Industrials		 25.8
Fwd: 21.3		 1.77 0.56
1.5		 38.0%
19.1%		 $5.60
3.1%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 6.9 3.9 6.0 5.3
YUM
$148.03
Consumer Cyclical		 28.8
Fwd: 22.2		 2.53 N/A
1.7		 N/A
17.9%		 $5.63
3.8%		 6.2% 4.8% EPS: -4.3% | Sales: +11.6% 5.8 7.9 4.0 5.9 5.3
VRSN
$250.19
Technology		 29.1
Fwd: 25.5		 3.39 N/A
0.5		 N/A
49.9%		 $10.84
4.3%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.8 8.5 4.0 4.9 5.2
COP
$88.72
Energy		 12.6
Fwd: 14.0		 7.34 0.36
1.3		 15.4%
14.8%		 $5.73
6.5%		 11.0% 4.1% EPS: -16.1% | Sales: +8.4% 3.9 5.6 5.4 6.1 5.2
VRSK
$219.10
Industrials		 33.5
Fwd: 28.6		 3.79 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 6.2 5.2 5.0 5.2
AME
$191.19
Industrials		 30.2
Fwd: 24.0		 3.80 0.26
1.2		 14.6%
20.5%		 $7.13
3.7%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.9 7.3 4.3 4.9 5.2
ROK
$370.10
Industrials		 48.3
Fwd: 27.2		 3.56 1.00
1.1		 24.2%
10.4%		 $12.09
3.3%		 5.7% -2.6% EPS: -7.5% | Sales: +1.0% 4.1 8.0 4.2 4.7 5.2
CME
$279.13
Financial		 27.1
Fwd: 24.1		 4.19 0.13
1.0		 13.3%
58.1%		 $11.32
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.3 4.8 5.9 5.2
ETN
$342.75
Industrials		 34.3
Fwd: 24.9		 2.68 0.60
1.3		 20.7%
14.7%		 $8.55
2.5%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 5.0 5.9 4.9 4.3 5.2
ON
$46.02
Technology		 60.0
Fwd: 15.8		 68.24 0.46
5.2		 3.9%
5.2%		 $3.40
7.4%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 6.2 5.0 4.0 5.2
DAL
$55.76
Industrials		 7.9
Fwd: 7.7		 0.79 1.11
0.4		 28.5%
7.4%		 $4.71
8.4%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 4.8 4.2 4.5 5.2
SAP
$238.90
Technology		 35.8
Fwd: 28.6		 1.27 0.21
1.1		 16.3%
19.5%		 $6.33
2.6%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 8.2 7.5 4.0 0.5 5.2
MLM
$589.97
Basic Materials		 31.1
Fwd: 27.2		 2.68 0.61
3.0		 11.6%
17.3%		 $16.70
2.8%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.7 5.2 5.0 6.8 5.1
FAST
$39.70
Industrials		 37.2
Fwd: 32.6		 3.75 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 6.7 4.3 8.5 5.1
SLB
$35.80
Energy		 13.8
Fwd: 12.2		 N/A 0.50
1.4		 15.5%
10.3%		 $2.73
7.6%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 6.3 4.2 3.8 5.1
CHTR
$201.84
Communication Services		 5.6
Fwd: 4.7		 0.48 6.24
0.4		 34.8%
9.3%		 $16.96
8.4%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 8.8 2.2 5.4 6.0 5.0
HOLX
$74.14
Healthcare		 29.9
Fwd: 14.8		 3.54 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.5 7.0 4.2 4.6 5.0
QSR
$68.06
Consumer Cyclical		 24.3
Fwd: 17.0		 2.59 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.7 3.4 5.4 6.0 5.0
TRMB
$75.55
Technology		 51.4
Fwd: 21.9		 4.52 0.24
1.0		 6.1%
9.9%		 $1.32
1.8%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 5.9 4.8 5.6 5.0
XOM
$117.68
Energy		 17.1
Fwd: 15.9		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.8 5.6 4.9 3.8 5.0
FSLR
$253.54
Technology		 19.5
Fwd: 11.3		 0.60 0.10
1.9		 16.9%
27.7%		 $5.73
2.3%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 5.5 4.0 4.6 5.0
WMT
$102.95
Consumer Defensive		 38.8
Fwd: 34.9		 4.16 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 2.7 7.2 6.8 5.0
EA
$200.77
Communication Services		 58.7
Fwd: 21.7		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 8.0 4.0 5.0 5.0
ATEN
$16.84
Technology		 24.7
Fwd: 17.8		 3.63 1.11
3.6		 23.9%
17.8%		 $1.00
6.0%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.8 7.6 4.0 3.1 5.0
LMT
$470.78
Industrials		 26.3
Fwd: 16.0		 2.21 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 6.5 6.0 3.9 6.2 5.0
LHX
$287.69
Industrials		 30.9
Fwd: 23.2		 11.03 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 5.1 4.9 6.9 4.9
NKE
$62.90
Consumer Cyclical		 32.2
Fwd: 25.2		 2.69 0.82
2.2		 21.1%
6.2%		 $2.04
3.2%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.8 6.5 3.9 6.5 4.9
MSI
$377.69
Technology		 30.3
Fwd: 23.2		 3.62 4.27
1.0		 115.8%
18.7%		 $14.49
3.8%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 5.7 4.5 6.3 4.9
UNP
$221.00
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 6.1 4.2 2.5 4.9
A
$144.52
Healthcare		 33.9
Fwd: 24.0		 4.31 0.54
2.2		 19.9%
18.0%		 $3.84
2.7%		 4.8% 5.6% EPS: -11.5% | Sales: +4.5% 4.0 7.2 3.9 5.7 4.9
FIS
$63.93
Technology		 201.3
Fwd: 10.1		 20.61 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 6.0 4.6 3.9 4.9
UL
$59.21
Consumer Defensive		 24.3
Fwd: 16.4		 3.27 1.80
0.8		 28.4%
9.3%		 $2.75
4.6%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.8 7.2 3.7 0.5 4.9
BLK
$1023.80
Financial		 26.6
Fwd: 18.9		 2.20 0.27
4.0		 12.6%
25.9%		 $24.65
2.4%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.3 4.2 6.3 4.8
IEX
$162.76
Industrials		 25.7
Fwd: 19.6		 5.77 0.48
2.9		 12.2%
14.0%		 $7.80
4.8%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 7.0 4.0 5.0 4.8
TJX
$145.18
Consumer Cyclical		 33.1
Fwd: 28.6		 3.45 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 6.6 4.2 4.9 4.8
EW
$84.74
Healthcare		 36.1
Fwd: 29.5		 3.67 0.07
4.0		 13.6%
23.5%		 $1.39
1.6%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.6 6.2 4.2 4.3 4.8
CAT
$552.05
Industrials		 28.3
Fwd: 24.9		 4.27 2.01
1.4		 46.3%
14.3%		 $16.16
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.4 5.5 4.9 4.1 4.8
CMCSA
$27.22
Communication Services		 4.5
Fwd: 6.5		 2.95 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.8 7.0 3.7 5.7 4.8
MCD
$304.90
Consumer Cyclical		 26.0
Fwd: 23.0		 3.74 N/A
1.0		 N/A
32.0%		 $10.35
3.4%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.2 4.2 5.5 4.8
ROP
$443.88
Technology		 30.6
Fwd: 20.5		 3.53 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 5.0 6.7 4.0 3.5 4.8
ROST
$159.41
Consumer Cyclical		 25.3
Fwd: 23.1		 4.24 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 6.5 4.2 5.1 4.8
SHW
$326.81
Basic Materials		 31.9
Fwd: 26.0		 4.11 3.25
0.8		 59.9%
11.1%		 $9.79
3.0%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 5.3 4.9 6.5 4.8
DHR
$220.44
Healthcare		 45.4
Fwd: 26.2		 6.10 0.36
1.5		 6.8%
14.4%		 $7.10
3.2%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 6.5 4.0 5.5 4.7
EMR
$126.93
Industrials		 31.4
Fwd: 17.9		 3.69 0.68
0.9		 10.9%
12.7%		 $4.75
3.7%		 1.4% 4.5% EPS: +18.1% | Sales: +3.0% 4.8 6.2 3.9 4.2 4.6
MDT
$96.28
Healthcare		 26.6
Fwd: 15.8		 4.53 0.60
2.0		 9.7%
13.6%		 $4.13
4.3%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 6.6 3.9 4.4 4.6
UPS
$94.19
Industrials		 14.6
Fwd: 13.1		 12.65 1.85
1.3		 33.7%
6.2%		 $5.18
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.5 4.2 5.8 4.6
KEYS
$175.51
Technology		 55.9
Fwd: 22.5		 4.53 0.49
3.6		 10.0%
10.4%		 $8.23
4.7%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 7.0 3.7 5.8 4.6
TXN
$154.99
Technology		 28.3
Fwd: 25.5		 2.29 0.84
4.5		 29.6%
29.1%		 $2.29
1.5%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 5.5 4.0 3.3 4.6
KO
$70.68
Consumer Defensive		 23.4
Fwd: 22.0		 3.76 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 3.4 5.2 6.3 4.6
ECL
$255.46
Basic Materials		 36.7
Fwd: 30.1		 2.78 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 4.5 5.4 4.2 3.1 4.6
HON
$196.08
Industrials		 20.7
Fwd: 19.1		 3.32 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.8 3.9 3.9 4.6
ITW
$241.41
Industrials		 23.4
Fwd: 21.6		 33.95 2.79
1.5		 91.7%
19.1%		 $9.81
4.1%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 6.2 3.9 4.1 4.5
GATX
$152.69
Industrials		 17.9
Fwd: 15.7		 1.90 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 3.3 4.2 4.5 4.5
TRI
$137.14
Industrials		 35.3
Fwd: 30.7		 3.50 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 4.0 6.8 3.9 0.5 4.5
WM
$207.97
Industrials		 32.8
Fwd: 25.0		 3.48 2.45
0.8		 29.3%
10.3%		 $5.96
2.9%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.4 3.8 4.7 5.2 4.5
KMI
$27.14
Energy		 22.2
Fwd: 19.8		 2.55 1.06
0.6		 8.9%
16.6%		 $1.12
4.1%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.9 4.8 4.2 2.8 4.4
HD
$358.03
Consumer Cyclical		 24.3
Fwd: 22.1		 4.72 5.75
1.1		 193.9%
8.9%		 $14.30
4.0%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.8 4.2 5.8 4.4
NOC
$563.03
Industrials		 20.2
Fwd: 19.5		 3.29 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 5.0 2.8 4.8 6.0 4.4
MKC
$64.57
Consumer Defensive		 22.3
Fwd: 20.3		 4.10 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 2.8 5.3 6.5 4.3
ENB
$47.75
Energy		 26.2
Fwd: 21.3		 3.71 1.59
0.8		 9.0%
8.7%		 $1.61
3.4%		 0.9% -3.0% EPS: -15.1% | Sales: +29.3% 4.4 4.6 4.2 2.9 4.3
BRK-B
$503.26
Financial		 16.1
Fwd: 23.3		 47.33 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.0 3.9 6.0 4.2
APD
$253.09
Basic Materials		 N/A
Fwd: 18.2		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -110.3% | Sales: -0.5% 5.2 3.5 4.2 3.2 4.1
ORCL
$219.86
Technology		 50.9
Fwd: 27.5		 2.33 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 6.4 3.0 4.0 5.9 4.1
EXEL
$42.42
Healthcare		 17.9
Fwd: 13.1		 0.53 0.08
3.8		 30.6%
29.6%		 $2.91
6.9%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 9.7 8.2 9.5
ODD
$37.20
Consumer Defensive		 20.8
Fwd: 16.7		 1.14 0.07
6.3		 30.4%
14.7%		 $2.33
6.3%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.9 9.8 10.0 7.9 9.5
ADBE
$325.07
Technology		 20.2
Fwd: 13.9		 1.58 0.56
1.0		 52.9%
30.0%		 $22.92
7.1%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.8 9.5 9.2 9.4
CPRX
$22.56
Healthcare		 13.2
Fwd: 12.6		 1.12 0.00
6.6		 27.5%
37.6%		 $1.91
8.5%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.8 9.4 8.9 6.8 9.1
ASML
$1020.00
Technology		 38.2
Fwd: 33.6		 1.69 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.7 8.8 9.1 9.0
CARG
$34.97
Consumer Cyclical		 23.7
Fwd: 13.7		 1.14 0.51
2.7		 35.4%
16.4%		 $2.64
7.5%		 8.7% -11.9% EPS: +427.1% | Sales: +4.2% 9.1 9.6 8.5 5.2 9.0
APPF
$238.28
Technology		 42.8
Fwd: 37.4		 1.86 0.08
2.9		 44.7%
22.5%		 $5.89
2.5%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.7 9.7 9.4 9.3 9.0
DUOL
$178.27
Technology		 22.7
Fwd: 40.8		 0.55 0.07
2.8		 36.2%
40.0%		 $7.69
4.3%		 60.3% N/A EPS: +318.8% | Sales: +39.9% 8.9 9.2 8.8 7.5 9.0
ABNB
$117.60
Consumer Cyclical		 27.8
Fwd: 22.8		 1.82 0.26
1.4		 30.8%
21.9%		 $7.37
6.3%		 18.2% N/A EPS: +47.2% | Sales: +10.6% 7.3 9.8 9.8 5.1 8.9
DECK
$80.72
Consumer Cyclical		 12.0
Fwd: 11.8		 1.70 0.14
3.1		 43.3%
19.4%		 $6.72
8.3%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.4 9.1 9.5 8.9
NVDA
$186.60
Technology		 53.1
Fwd: 27.5		 1.28 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.6 9.5 8.5 8.9 8.9
MEDP
$585.76
Healthcare		 41.0
Fwd: 35.2		 2.95 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 5.2 9.8 10.0 9.3 8.8
PAYC
$164.09
Technology		 20.4
Fwd: 16.3		 1.89 0.05
1.1		 28.6%
22.6%		 $7.01
4.3%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.3 8.2 9.8 8.8
QLYS
$139.46
Technology		 27.0
Fwd: 18.8		 3.10 0.10
1.4		 38.6%
29.0%		 $7.57
5.4%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 5.0 9.9 9.6 7.8 8.8
PINS
$25.52
Communication Services		 8.8
Fwd: 13.0		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.5%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.5 7.7 5.9 8.7
ANET
$127.26
Technology		 48.4
Fwd: 37.9		 2.29 0.00
3.2		 31.7%
39.7%		 $3.21
2.5%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.6 9.8 6.6 8.7
GOOGL
$285.02
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.5 7.6 8.6 8.6
PGR
$225.35
Financial		 12.3
Fwd: 13.8		 2.34 0.19
0.7		 34.2%
12.6%		 $29.08
12.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.3 9.8 9.4 8.5
BKNG
$4804.01
Consumer Cyclical		 31.2
Fwd: 18.1		 1.77 N/A
1.3		 N/A
19.4%		 $258.00
5.4%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 9.1 8.5 6.9 8.5
MANH
$170.94
Technology		 48.5
Fwd: 31.5		 5.47 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 9.6 6.1 8.5
CHKP
$192.10
Technology		 21.1
Fwd: 18.2		 2.54 0.00
1.2		 34.2%
37.6%		 $10.93
5.7%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.8 9.8 8.2 5.2 8.5
TSM
$282.01
Technology		 28.9
Fwd: 22.6		 0.96 0.21
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 9.2 7.7 0.5 8.5
QFIN
$22.21
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 8.7 7.7 7.4 8.5
LRCX
$147.46
Technology		 32.5
Fwd: 26.4		 2.21 0.44
2.2		 62.3%
29.7%		 $4.42
3.0%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.4 8.7 4.9 8.4
HALO
$70.56
Healthcare		 14.8
Fwd: 8.7		 0.47 3.00
1.6		 124.5%
47.9%		 $5.12
7.3%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 8.6 8.2 9.2 7.0 8.4
FTNT
$81.94
Technology		 33.7
Fwd: 28.0		 3.04 1.35
1.0		 228.0%
28.6%		 $2.73
3.3%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 9.2 9.2 9.4 8.4
RMD
$244.71
Healthcare		 25.0
Fwd: 20.2		 2.20 0.14
2.9		 25.4%
27.4%		 $12.11
5.0%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 8.9 9.1 9.1 8.3
NSSC
$40.22
Industrials		 32.8
Fwd: 26.2		 1.96 0.03
7.1		 25.0%
23.8%		 $1.44
3.6%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 6.5 9.1 8.7 7.9 8.3
ADP
$250.90
Technology		 24.8
Fwd: 20.9		 2.62 1.55
1.1		 70.6%
19.8%		 $11.37
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 9.2 8.5 7.3 8.3
DOCS
$47.07
Healthcare		 37.5
Fwd: 27.4		 3.47 0.01
7.8		 24.6%
40.7%		 $1.66
3.5%		 37.4% 79.5% EPS: +44.1% | Sales: +20.2% 4.6 9.3 9.5 N/A 8.3
MPWR
$897.01
Technology		 22.9
Fwd: 43.2		 1.14 0.01
4.8		 64.0%
71.2%		 $14.72
1.6%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.6 8.6 7.8 7.4 8.2
LRN
$62.74
Consumer Defensive		 9.7
Fwd: 8.0		 0.76 0.38
6.8		 23.0%
12.8%		 $8.61
13.7%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 7.8 9.0 4.7 8.2
FICO
$1760.25
Technology		 66.3
Fwd: 35.2		 2.66 N/A
0.8		 N/A
32.8%		 $31.19
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.0 9.2 8.6 8.2 8.2
ACAD
$24.01
Healthcare		 15.4
Fwd: 32.5		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
4.9%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.3 8.2 5.7 8.2
KLAC
$1133.70
Technology		 35.6
Fwd: 27.1		 3.22 1.22
2.6		 99.2%
33.8%		 $29.47
2.6%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 9.2 8.8 7.1 8.2
GILD
$124.09
Healthcare		 19.2
Fwd: 14.3		 0.73 1.16
1.4		 40.5%
27.9%		 $7.39
6.0%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.8% 9.5 8.1 7.3 4.5 8.1
LULU
$164.16
Consumer Cyclical		 11.2
Fwd: 13.0		 N/A 0.40
2.3		 42.4%
16.4%		 $9.45
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 8.9 7.9 7.7 8.1
DT
$45.15
Technology		 27.1
Fwd: 24.5		 1.77 0.03
1.5		 20.6%
27.3%		 $1.58
3.5%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.8 8.2 7.8 7.6 8.1
APP
$539.27
Communication Services		 68.0
Fwd: 37.0		 1.10 2.38
3.2		 230.7%
49.3%		 $9.92
1.8%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 7.2 7.7 10.0 7.6 8.0
MSFT
$507.49
Technology		 36.1
Fwd: 27.1		 2.02 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.4 7.5 9.1 8.0
V
$325.75
Financial		 32.2
Fwd: 22.6		 2.60 0.69
1.1		 51.5%
49.6%		 $11.27
3.5%		 12.9% 16.5% EPS: +2.8% | Sales: +11.3% 4.2 9.6 9.2 6.1 8.0
DXCM
$58.49
Healthcare		 32.5
Fwd: 23.6		 1.50 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.6 7.8 9.0 8.8 8.0
META
$602.01
Communication Services		 26.6
Fwd: 20.2		 2.24 0.26
2.0		 32.6%
30.9%		 $17.79
3.0%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.7 7.7 8.4 7.9
PYPL
$61.89
Financial		 12.4
Fwd: 10.6		 1.00 0.60
1.3		 24.4%
14.9%		 $5.95
9.6%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.5 8.0 8.0 7.9
IDXX
$669.00
Healthcare		 53.0
Fwd: 46.3		 3.42 0.71
1.1		 64.6%
24.6%		 $12.07
1.8%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.3 8.7 7.7 7.9
DPZ
$404.63
Consumer Cyclical		 23.6
Fwd: 20.7		 2.77 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.8 8.4 6.9 7.8
NFLX
$110.29
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $2.12
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.2 7.6 8.0 7.8
PCTY
$145.32
Technology		 36.4
Fwd: 17.8		 3.65 0.12
1.0		 20.4%
13.8%		 $7.33
5.0%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.8 8.4 8.8 9.1 7.8
EXLS
$38.77
Technology		 26.3
Fwd: 17.7		 1.74 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.5 8.6 7.9 7.8
AAPL
$267.46
Technology		 35.9
Fwd: 29.5		 3.60 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 9.0 7.8 5.3 7.8
AMAT
$228.71
Technology		 26.4
Fwd: 20.4		 3.35 0.32
2.6		 35.5%
24.7%		 $7.15
3.1%		 10.5% 17.2% EPS: +0.5% | Sales: +4.5% 5.0 8.6 8.0 6.9 7.7
MNST
$71.84
Consumer Defensive		 40.9
Fwd: 32.3		 2.69 0.00
3.2		 25.5%
21.6%		 $2.03
2.8%		 12.3% 8.0% EPS: +12.8% | Sales: +7.6% 4.5 8.9 8.6 7.5 7.7
MA
$536.85
Financial		 34.3
Fwd: 28.1		 2.28 2.40
1.1		 185.7%
45.2%		 $18.73
3.5%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.9 8.8 6.7 7.7
JKHY
$163.64
Technology		 24.9
Fwd: 23.4		 3.68 0.03
1.3		 23.4%
19.9%		 $8.23
5.0%		 7.0% 10.1% EPS: +20.4% | Sales: +7.8% 4.7 8.6 8.0 7.0 7.6
MLI
$104.81
Industrials		 15.7
Fwd: 13.6		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.8%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.2 8.2 4.5 7.6
ADSK
$291.96
Technology		 60.5
Fwd: 25.8		 3.88 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.2 8.6 8.9 7.6
APH
$132.33
Technology		 44.1
Fwd: 33.0		 1.32 0.64
2.1		 34.8%
18.2%		 $2.91
2.2%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.9 7.5 7.5 7.2 7.6
ABT
$130.03
Healthcare		 16.3
Fwd: 22.9		 1.57 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 7.9 6.7 6.0 7.5
AWI
$179.87
Industrials		 25.8
Fwd: 21.3		 1.77 0.56
1.5		 38.0%
19.1%		 $5.60
3.1%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 7.9 6.8 6.0 7.5
SCHW
$91.91
Financial		 21.6
Fwd: 16.4		 0.82 0.56
1.2		 17.1%
28.6%		 $11.56
12.6%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 7.0 7.4 6.5 7.5
LOW
$225.00
Consumer Cyclical		 18.5
Fwd: 17.0		 2.93 N/A
1.1		 N/A
8.2%		 $13.71
6.1%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.3 8.2 5.4 7.5
ZTS
$118.80
Healthcare		 20.0
Fwd: 17.4		 2.53 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 8.1 7.4 7.7 7.4
BMI
$174.59
Technology		 37.2
Fwd: 32.0		 3.36 0.00
3.2		 21.4%
15.4%		 $5.64
3.2%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.8 8.1 8.6 4.7 7.4
JNJ
$199.58
Healthcare		 19.3
Fwd: 17.3		 2.59 0.58
1.1		 33.6%
27.3%		 $8.13
4.1%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 5.6 8.4 6.8 5.7 7.4
YUM
$148.03
Consumer Cyclical		 28.8
Fwd: 22.2		 2.53 N/A
1.7		 N/A
17.9%		 $5.63
3.8%		 6.2% 4.8% EPS: -4.3% | Sales: +11.6% 5.8 8.0 8.2 5.9 7.3
AZO
$3855.26
Consumer Cyclical		 26.6
Fwd: 21.1		 2.19 N/A
0.9		 N/A
13.2%		 $107.63
2.8%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 7.3 7.8 7.3 7.3
ILMN
$120.08
Healthcare		 26.9
Fwd: 23.9		 2.44 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 6.3 8.0 7.2 4.8 7.3
PAYX
$110.48
Technology		 24.8
Fwd: 18.8		 3.21 1.26
1.3		 41.3%
27.9%		 $5.04
4.6%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 8.1 7.2 8.1 7.3
CTAS
$183.76
Industrials		 40.8
Fwd: 34.2		 3.87 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.4 8.5 7.6 7.2
MCO
$472.12
Financial		 38.0
Fwd: 29.0		 2.83 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.5 7.8 6.8 7.2
ULTA
$509.57
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 8.2 8.1 6.9 7.2
PLTR
$171.25
Technology		 400.5
Fwd: 173.1		 8.10 0.04
6.4		 19.8%
28.1%		 $0.75
0.4%		 31.0% N/A EPS: +116.3% | Sales: +47.2% 1.8 8.6 8.7 6.9 7.2
TT
$413.78
Industrials		 31.8
Fwd: 27.9		 2.23 0.55
1.2		 37.1%
13.9%		 $11.51
2.8%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 7.9 7.4 7.0 7.2
INTU
$645.98
Technology		 47.1
Fwd: 24.6		 3.35 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.8 7.6 8.0 8.9 7.2
MELI
$2057.72
Consumer Cyclical		 50.2
Fwd: 33.5		 1.61 2.08
1.2		 40.6%
7.9%		 $130.48
6.3%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 7.1 6.5 8.8 8.2 7.2
GGG
$79.28
Industrials		 27.1
Fwd: 24.9		 3.56 0.02
3.2		 19.4%
22.7%		 $3.76
4.7%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.3 8.5 7.3 6.3 7.2
GWW
$923.47
Industrials		 25.8
Fwd: 21.1		 3.58 0.76
2.7		 49.0%
9.8%		 $25.91
2.8%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 7.8 8.1 7.9 7.2
USLM
$116.64
Basic Materials		 25.6
Fwd: 24.1		 2.25 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.0 8.1 7.8 7.0 7.2
CTSH
$71.17
Technology		 16.5
Fwd: 12.7		 1.90 0.08
2.4		 14.5%
10.2%		 $5.49
7.7%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 7.3 6.5 5.8 7.1
PTC
$174.21
Technology		 28.4
Fwd: 20.2		 3.51 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.6 7.5 7.8 7.1
CB
$295.58
Financial		 12.3
Fwd: 11.2		 1.48 0.31
0.4		 14.1%
16.5%		 $37.32
12.6%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 6.7 7.3 6.2 7.1
ROL
$57.96
Consumer Cyclical		 54.4
Fwd: 46.0		 4.21 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.6 9.1 7.4 7.0
HLT
$266.05
Consumer Cyclical		 38.5
Fwd: 29.3		 2.84 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 5.0 7.9 7.6 6.5 7.0
FAST
$39.70
Industrials		 37.2
Fwd: 32.6		 3.75 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.2 7.5 8.5 7.0
SAP
$238.90
Technology		 35.8
Fwd: 28.6		 1.27 0.21
1.1		 16.3%
19.5%		 $6.33
2.6%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 8.2 7.3 6.5 0.5 7.0
NVMI
$286.78
Technology		 37.6
Fwd: 29.9		 2.22 0.75
4.6		 23.6%
28.7%		 $7.81
2.7%		 24.5% 35.3% EPS: +40.9% | Sales: +39.4% 6.4 7.0 7.7 6.2 7.0
DOCU
$64.67
Technology		 48.8
Fwd: 16.0		 5.51 0.06
0.7		 14.2%
9.1%		 $4.65
7.2%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 7.8 8.0 6.5 7.0
MKTX
$173.46
Financial		 29.5
Fwd: 21.2		 3.61 0.05
2.2		 15.9%
26.0%		 $9.31
5.4%		 9.8% 6.2% EPS: -20.3% | Sales: +4.0% 3.9 8.2 7.5 6.6 7.0
AVGO
$342.65
Technology		 87.5
Fwd: 36.7		 2.45 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 5.3 7.2 7.9 7.2 7.0
BMRN
$54.46
Healthcare		 20.4
Fwd: 12.0		 0.62 0.10
4.8		 9.1%
16.9%		 $4.33
8.0%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 6.3 6.2 4.9 7.0
REGN
$704.31
Healthcare		 16.9
Fwd: 16.4		 4.85 0.09
4.1		 15.2%
32.1%		 $40.18
5.7%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 7.9 7.5 8.4 7.0
BR
$224.77
Technology		 28.7
Fwd: 21.9		 2.96 1.32
0.9		 38.2%
13.1%		 $11.03
4.9%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 7.1 7.5 7.1 6.9
CINF
$161.44
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.90
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 7.3 6.7 7.1 6.9
VEEV
$277.01
Healthcare		 56.8
Fwd: 32.7		 4.02 0.01
5.6		 13.7%
27.3%		 $8.10
2.9%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 7.9 8.2 7.7 6.9
PANW
$202.90
Technology		 126.8
Fwd: 47.0		 9.41 0.05
0.9		 17.4%
12.3%		 $5.07
2.5%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 7.8 7.8 8.2 6.9
NOW
$835.79
Technology		 101.1
Fwd: 41.0		 4.89 0.21
1.0		 16.8%
13.7%		 $19.03
2.3%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 7.6 8.3 7.5 6.8
CPRT
$41.33
Industrials		 26.0
Fwd: 22.3		 2.46 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.0 7.0 7.4 7.7 6.8
WRB
$77.10
Financial		 16.2
Fwd: 16.6		 2.53 0.32
0.4		 20.9%
13.0%		 $8.64
11.2%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.2 7.2 8.1 7.0 6.8
QCOM
$166.75
Technology		 34.1
Fwd: 13.2		 14.57 0.74
2.8		 23.3%
12.5%		 $11.97
7.2%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.5 8.0 5.7 6.8
FSLR
$253.54
Technology		 19.5
Fwd: 11.3		 0.60 0.10
1.9		 16.9%
27.7%		 $5.73
2.3%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.4 5.3 4.6 6.8
CDNS
$311.29
Technology		 80.3
Fwd: 38.6		 5.00 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.5 7.6 8.8 6.7
CMG
$30.53
Consumer Cyclical		 26.9
Fwd: 25.1		 3.20 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.1 8.4 7.7 6.7
ORLY
$99.56
Consumer Cyclical		 34.5
Fwd: 30.0		 3.30 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 7.8 7.2 8.2 6.7
GD
$341.78
Industrials		 22.1
Fwd: 19.9		 1.96 0.40
1.4		 17.8%
8.2%		 $17.81
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 6.7 6.4 5.8 6.7
WING
$227.29
Consumer Cyclical		 37.1
Fwd: 47.7		 2.08 N/A
4.0		 N/A
25.5%		 $2.25
1.0%		 25.7% 39.9% EPS: +79.0% | Sales: +15.6% 5.6 6.6 7.7 9.4 6.7
CPAY
$274.18
Technology		 18.6
Fwd: 11.0		 1.24 1.99
1.1		 29.4%
24.4%		 $16.34
6.0%		 8.4% 7.0% EPS: +4.5% | Sales: +11.3% 8.8 6.0 6.3 6.6 6.7
SE
$145.75
Consumer Cyclical		 62.4
Fwd: 31.5		 1.34 0.42
1.4		 15.7%
6.8%		 N/A
N/A		 50.5% N/A EPS: +1347.0% | Sales: +35.2% 7.4 6.2 6.7 5.9 6.6
ISRG
$546.71
Healthcare		 72.4
Fwd: 56.5		 4.84 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.0 7.0 6.0 6.5
SQ
$58.89
Technology		 11.8
Fwd: 18.2		 1.62 0.36
2.2		 14.8%
13.1%		 $3.01
5.1%		 38.6% 41.5% EPS: +178.1% | Sales: +0.5% 8.1 6.3 5.6 N/A 6.5
AXP
$341.25
Financial		 22.9
Fwd: 19.6		 1.84 1.83
7.2		 33.7%
13.2%		 $27.50
8.1%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 6.2 6.6 6.8 6.2 6.5
PH
$820.97
Industrials		 29.2
Fwd: 24.9		 3.13 0.75
1.1		 27.3%
18.2%		 $26.83
3.3%		 7.7% 23.9% EPS: +26.7% | Sales: +0.2% 4.3 7.1 7.5 6.5 6.4
MTB
$181.06
Financial		 11.2
Fwd: 9.6		 0.88 0.52
0.4		 9.6%
19.8%		 $23.79
13.1%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 5.2 6.2 6.1 6.4
MAR
$282.89
Consumer Cyclical		 29.9
Fwd: 25.0		 2.83 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.8 6.5 7.1 5.5 6.4
TJX
$145.18
Consumer Cyclical		 33.1
Fwd: 28.6		 3.45 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.4 7.0 4.9 6.4
CRM
$237.03
Technology		 34.4
Fwd: 18.6		 2.73 0.19
1.0		 11.2%
16.9%		 $13.12
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.7 6.3 6.5 8.7 6.4
GDDY
$125.19
Technology		 21.6
Fwd: 17.5		 2.00 42.17
0.6		 369.4%
17.0%		 $11.38
9.1%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.6 5.2 8.2 7.3 6.4
VRSN
$250.19
Technology		 29.1
Fwd: 25.5		 3.39 N/A
0.5		 N/A
49.9%		 $10.84
4.3%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.8 7.4 5.5 4.9 6.4
CMI
$455.98
Industrials		 23.7
Fwd: 17.7		 1.87 0.68
1.8		 23.8%
7.9%		 $16.50
3.6%		 7.7% 14.4% EPS: +27.4% | Sales: -1.8% 7.9 5.7 6.2 5.5 6.3
PODD
$328.02
Healthcare		 95.2
Fwd: 53.3		 2.81 0.75
2.8		 19.7%
9.8%		 $6.02
1.8%		 22.9% 98.8% EPS: -41.7% | Sales: +27.1% 4.2 6.5 7.9 8.0 6.3
COST
$912.59
Consumer Defensive		 50.1
Fwd: 41.3		 4.74 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.2 8.6 8.9 6.3
AME
$191.19
Industrials		 30.2
Fwd: 24.0		 3.80 0.26
1.2		 14.6%
20.5%		 $7.13
3.7%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.9 7.0 6.9 4.9 6.3
ENPH
$27.53
Technology		 19.1
Fwd: 13.1		 10.76 1.24
2.0		 20.3%
12.9%		 $1.66
6.0%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.7 7.0 6.7 6.3
TXRH
$169.71
Consumer Cyclical		 25.9
Fwd: 25.5		 3.13 0.64
0.4		 31.6%
7.5%		 $5.15
3.0%		 14.3% 21.3% EPS: +12.4% | Sales: +14.4% 5.0 6.4 7.3 7.8 6.3
DAL
$55.76
Industrials		 7.9
Fwd: 7.7		 0.79 1.11
0.4		 28.5%
7.4%		 $4.71
8.4%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.2 5.3 4.5 6.2
SBUX
$83.69
Consumer Cyclical		 51.4
Fwd: 27.6		 2.81 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 5.8 5.9 7.1 7.3 6.2
SHOP
$139.93
Technology		 102.5
Fwd: 77.0		 4.83 0.09
3.9		 15.7%
16.6%		 $1.45
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.2 7.6 5.9 6.2
ROST
$159.41
Consumer Cyclical		 25.3
Fwd: 23.1		 4.24 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.2 7.0 5.1 6.2
ONTO
$127.30
Technology		 35.9
Fwd: 21.7		 3.64 0.01
9.5		 9.0%
17.5%		 $5.33
4.2%		 26.4% 129.6% EPS: -4.2% | Sales: +6.4% 4.8 6.4 6.8 6.3 6.1
WST
$262.41
Healthcare		 38.9
Fwd: 33.7		 4.20 0.10
2.9		 16.9%
16.3%		 $5.27
2.0%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.0 6.5 7.0 6.1
NKE
$62.90
Consumer Cyclical		 32.2
Fwd: 25.2		 2.69 0.82
2.2		 21.1%
6.2%		 $2.04
3.2%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.8 6.1 6.5 6.5 6.1
A
$144.52
Healthcare		 33.9
Fwd: 24.0		 4.31 0.54
2.2		 19.9%
18.0%		 $3.84
2.7%		 4.8% 5.6% EPS: -11.5% | Sales: +4.5% 4.0 6.9 6.5 5.7 6.1
LMAT
$86.99
Healthcare		 37.4
Fwd: 33.7		 2.77 0.49
13.2		 15.0%
22.1%		 $2.92
3.4%		 13.4% 17.0% EPS: +28.0% | Sales: +13.1% 4.9 6.3 6.7 7.3 6.1
TXN
$154.99
Technology		 28.3
Fwd: 25.5		 2.29 0.84
4.5		 29.6%
29.1%		 $2.29
1.5%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.5 5.8 3.3 6.1
GS
$775.56
Financial		 15.8
Fwd: 14.0		 1.04 5.24
1.3		 13.6%
12.5%		 $191.02
24.6%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 5.2 6.6 3.8 6.1
AMZN
$232.87
Consumer Cyclical		 32.9
Fwd: 29.6		 1.61 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 7.0 5.2 6.9 7.1 6.1
FITB
$41.12
Financial		 12.3
Fwd: 11.7		 0.81 0.90
0.2		 11.5%
16.0%		 $4.31
10.5%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 5.2 5.3 3.8 6.1
WPM
$102.28
Basic Materials		 46.4
Fwd: 31.4		 1.35 0.00
8.1		 13.1%
54.7%		 $1.53
1.5%		 8.3% 43.3% EPS: +64.1% | Sales: +50.3% 6.1 6.6 5.8 0.5 6.0
EW
$84.74
Healthcare		 36.1
Fwd: 29.5		 3.67 0.07
4.0		 13.6%
23.5%		 $1.39
1.6%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.6 7.0 5.3 4.3 6.0
EA
$200.77
Communication Services		 58.7
Fwd: 21.7		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 7.0 6.2 5.0 6.0
POOL
$237.84
Industrials		 21.7
Fwd: 20.5		 4.55 1.01
2.6		 29.2%
7.8%		 $10.59
4.5%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.3 7.5 6.4 6.0
ROK
$370.10
Industrials		 48.3
Fwd: 27.2		 3.56 1.00
1.1		 24.2%
10.4%		 $12.09
3.3%		 5.7% -2.6% EPS: -7.5% | Sales: +1.0% 4.1 6.7 6.8 4.7 6.0
MCD
$304.90
Consumer Cyclical		 26.0
Fwd: 23.0		 3.74 N/A
1.0		 N/A
32.0%		 $10.35
3.4%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.6 6.4 5.5 5.9
SPGI
$488.95
Financial		 35.5
Fwd: 24.7		 2.94 0.36
1.0		 12.6%
28.1%		 $18.04
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.5 6.2 6.5 8.3 5.9
CMCSA
$27.22
Communication Services		 4.5
Fwd: 6.5		 2.95 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.8 5.9 5.9 5.7 5.9
UNP
$221.00
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 6.0 6.0 2.5 5.9
CROX
$77.15
Consumer Cyclical		 25.1
Fwd: 6.5		 N/A 1.25
1.4		 11.8%
4.5%		 $13.80
17.9%		 27.2% 57.0% EPS: -77.3% | Sales: +0.0% 6.7 4.9 6.7 8.5 5.9
CHD
$83.02
Consumer Defensive		 26.1
Fwd: 22.2		 5.12 0.57
1.1		 18.6%
12.7%		 $4.26
5.1%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 6.4 6.7 7.2 5.9
ITW
$241.41
Industrials		 23.4
Fwd: 21.6		 33.95 2.79
1.5		 91.7%
19.1%		 $9.81
4.1%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 6.3 8.0 4.1 5.9
ATEN
$16.84
Technology		 24.7
Fwd: 17.8		 3.63 1.11
3.6		 23.9%
17.8%		 $1.00
6.0%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.8 6.3 6.0 3.1 5.8
EPAM
$177.78
Technology		 27.1
Fwd: 14.2		 3.10 0.04
3.0		 10.2%
7.0%		 $8.31
4.7%		 15.6% 11.6% EPS: -15.5% | Sales: +14.3% 5.0 5.8 6.2 8.2 5.8
AMD
$240.52
Technology		 118.9
Fwd: 37.5		 2.70 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 5.0 5.5 6.7 8.1 5.8
ETN
$342.75
Industrials		 34.3
Fwd: 24.9		 2.68 0.60
1.3		 20.7%
14.7%		 $8.55
2.5%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 5.0 6.1 6.2 4.3 5.8
BABA
$157.71
Consumer Cyclical		 18.4
Fwd: 16.5		 2.13 0.23
1.4		 15.2%
14.8%		 $4.78
3.0%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 6.8 5.0 5.7 7.7 5.7
NDAQ
$85.70
Financial		 30.6
Fwd: 22.6		 2.15 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 6.0 5.6 6.0 5.4 5.7
TDY
$499.55
Technology		 28.9
Fwd: 21.1		 3.24 0.24
1.8		 8.1%
13.6%		 $22.11
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 5.0 5.8 6.0 7.0 5.7
BRO
$80.71
Financial		 24.2
Fwd: 17.1		 2.30 0.65
1.2		 10.5%
18.0%		 $3.81
4.7%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.9 5.2 6.1 8.3 5.7
DIS
$105.69
Communication Services		 15.4
Fwd: 14.3		 1.32 0.41
0.7		 11.8%
13.2%		 $5.65
5.3%		 7.7% N/A EPS: +152.3% | Sales: +3.6% 8.2 5.2 4.5 5.2 5.7
LMT
$470.78
Industrials		 26.3
Fwd: 16.0		 2.21 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 6.5 4.8 6.9 6.2 5.7
TYL
$463.05
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 6.2 6.1 7.5 5.7
CME
$279.13
Financial		 27.1
Fwd: 24.1		 4.19 0.13
1.0		 13.3%
58.1%		 $11.32
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.0 6.2 5.9 5.7
TRI
$137.14
Industrials		 35.3
Fwd: 30.7		 3.50 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 4.0 6.7 6.5 0.5 5.6
BLDR
$99.42
Industrials		 18.9
Fwd: 15.3		 N/A 1.18
1.8		 13.6%
3.8%		 $9.23
9.3%		 17.6% 36.7% EPS: -48.8% | Sales: -6.4% 6.7 4.7 6.7 6.8 5.6
LIN
$417.85
Basic Materials		 28.0
Fwd: 23.4		 3.46 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.4 6.1 6.3 5.5 5.6
UL
$59.21
Consumer Defensive		 24.3
Fwd: 16.4		 3.27 1.80
0.8		 28.4%
9.3%		 $2.75
4.6%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.8 6.2 6.4 0.5 5.6
ICE
$150.33
Financial		 27.4
Fwd: 20.1		 2.43 0.68
1.0		 11.3%
26.6%		 $7.88
5.2%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 5.4 6.2 6.9 5.6
ETSY
$54.62
Consumer Cyclical		 38.2
Fwd: 21.4		 4.43 N/A
3.2		 N/A
6.4%		 $6.43
11.8%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 5.5 6.7 8.4 5.5
VRSK
$219.10
Industrials		 33.5
Fwd: 28.6		 3.79 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.5 8.0 5.0 5.5
BSX
$101.76
Healthcare		 54.4
Fwd: 29.3		 3.37 0.51
1.5		 12.7%
14.4%		 $2.58
2.5%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.6 5.7 5.5 6.1 5.5
CPNG
$27.81
Consumer Cyclical		 131.6
Fwd: 50.7		 1.02 1.04
1.1		 8.7%
1.2%		 $0.69
2.5%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 3.9 6.5 5.7 5.5
DKS
$208.98
Consumer Cyclical		 14.6
Fwd: 13.7		 2.85 1.37
1.7		 37.4%
8.5%		 $5.18
2.5%		 9.0% 33.3% EPS: +4.6% | Sales: +2.7% 5.8 4.8 6.5 6.9 5.5
PSA
$270.27
Real Estate		 28.1
Fwd: 26.1		 30.86 1.08
1.7		 20.0%
35.4%		 $16.69
6.2%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 6.1 6.7 6.8 5.4
JPM
$300.37
Financial		 14.9
Fwd: 14.2		 1.86 3.06
1.1		 16.4%
20.4%		 $16.86
5.6%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.9 4.7 5.1 5.4 5.4
SLB
$35.80
Energy		 13.8
Fwd: 12.2		 N/A 0.50
1.4		 15.5%
10.3%		 $2.73
7.6%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 5.2 5.0 3.8 5.3
HON
$196.08
Industrials		 20.7
Fwd: 19.1		 3.32 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.3 6.4 3.9 5.3
MSI
$377.69
Technology		 30.3
Fwd: 23.2		 3.62 4.27
1.0		 115.8%
18.7%		 $14.49
3.8%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.7 7.5 6.3 5.3
BLK
$1023.80
Financial		 26.6
Fwd: 18.9		 2.20 0.27
4.0		 12.6%
25.9%		 $24.65
2.4%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.5 3.9 6.3 5.3
CAT
$552.05
Industrials		 28.3
Fwd: 24.9		 4.27 2.01
1.4		 46.3%
14.3%		 $16.16
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.4 5.8 6.8 4.1 5.3
HEI
$310.88
Industrials		 68.1
Fwd: 58.4		 3.91 0.59
3.4		 16.7%
15.0%		 $6.48
2.1%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 2.8 6.0 6.3 7.2 5.3
FISV
$62.70
Technology		 9.7
Fwd: 7.4		 6.55 1.21
1.1		 13.6%
17.1%		 $8.62
13.8%		 15.0% 25.8% EPS: +24.9% | Sales: +5.2% 4.1 5.0 6.4 8.0 5.3
KO
$70.68
Consumer Defensive		 23.4
Fwd: 22.0		 3.76 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 5.2 5.9 6.3 5.3
IEX
$162.76
Industrials		 25.7
Fwd: 19.6		 5.77 0.48
2.9		 12.2%
14.0%		 $7.80
4.8%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 5.8 5.2 5.0 5.2
XYL
$140.99
Industrials		 36.3
Fwd: 25.3		 2.75 0.19
2.0		 8.7%
10.7%		 $3.80
2.7%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 5.3 5.0 5.3 6.3 5.2
WDAY
$224.95
Technology		 104.0
Fwd: 21.2		 4.86 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 5.0 6.2 8.4 5.2
RSG
$209.81
Industrials		 31.2
Fwd: 28.7		 3.92 1.14
0.6		 18.2%
12.8%		 $8.17
3.9%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.3 5.3 5.8 6.3 5.2
HOLX
$74.14
Healthcare		 29.9
Fwd: 14.8		 3.54 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.5 5.6 5.0 4.6 5.2
MS
$159.45
Financial		 16.4
Fwd: 15.2		 1.24 3.92
1.6		 15.2%
13.8%		 $6.51
4.1%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 4.4 4.2 3.9 5.2
ATKR
$64.65
Industrials		 20.8
Fwd: 11.9		 N/A 0.64
3.1		 7.3%
3.8%		 $7.76
12.0%		 10.8% 35.0% EPS: -78.2% | Sales: -12.1% 6.7 4.0 6.3 6.1 5.2
XOM
$117.68
Energy		 17.1
Fwd: 15.9		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.8 5.4 5.5 3.8 5.2
UPS
$94.19
Industrials		 14.6
Fwd: 13.1		 12.65 1.85
1.3		 33.7%
6.2%		 $5.18
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.3 6.0 5.8 5.1
ROP
$443.88
Technology		 30.6
Fwd: 20.5		 3.53 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 5.0 5.2 5.2 3.5 5.1
HD
$358.03
Consumer Cyclical		 24.3
Fwd: 22.1		 4.72 5.75
1.1		 193.9%
8.9%		 $14.30
4.0%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.7 7.5 5.8 5.1
TMO
$567.16
Healthcare		 32.8
Fwd: 23.1		 4.40 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 5.2 5.4 6.9 5.1
VMC
$280.08
Basic Materials		 33.3
Fwd: 28.5		 2.33 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 5.0 4.9 5.2 6.9 5.0
TDG
$1335.77
Industrials		 41.6
Fwd: 29.0		 3.29 N/A
3.2		 N/A
21.1%		 $32.24
2.4%		 11.6% 31.1% EPS: +25.4% | Sales: +11.3% 4.1 5.1 5.8 6.3 5.0
KEYS
$175.51
Technology		 55.9
Fwd: 22.5		 4.53 0.49
3.6		 10.0%
10.4%		 $8.23
4.7%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 5.4 4.9 5.8 5.0
PWR
$426.87
Industrials		 63.3
Fwd: 34.3		 3.69 0.72
1.3		 13.2%
3.7%		 $8.39
2.0%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.9 4.8 6.5 7.7 5.0
COF
$201.01
Financial		 85.2
Fwd: 9.7		 3.91 0.45
2.1		 1.5%
1.7%		 $32.79
16.3%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.8 4.9 5.4 6.0 5.0
SYK
$360.13
Healthcare		 47.3
Fwd: 24.1		 4.24 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 5.5 5.5 3.8 5.0
BILL
$49.63
Technology		 N/A
Fwd: 19.3		 N/A 0.49
1.7		 0.3%
0.8%		 $3.13
6.3%		 56.1% N/A EPS: +50.7% | Sales: +11.6% 6.6 4.2 5.2 6.4 5.0
HUBS
$369.10
Technology		 N/A
Fwd: 32.1		 N/A 0.15
1.4		 -0.2%
-0.1%		 $12.50
3.4%		 31.2% N/A EPS: +75.3% | Sales: +19.2% 6.0 4.4 5.2 6.8 5.0
ELF
$72.79
Consumer Defensive		 51.6
Fwd: 20.7		 5.84 0.81
2.7		 8.8%
5.9%		 $2.38
3.3%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 4.8 6.7 8.2 5.0
COP
$88.72
Energy		 12.6
Fwd: 14.0		 7.34 0.36
1.3		 15.4%
14.8%		 $5.73
6.5%		 11.0% 4.1% EPS: -16.1% | Sales: +8.4% 3.9 5.3 5.5 6.1 5.0
EMR
$126.93
Industrials		 31.4
Fwd: 17.9		 3.69 0.68
0.9		 10.9%
12.7%		 $4.75
3.7%		 1.4% 4.5% EPS: +18.1% | Sales: +3.0% 4.8 5.1 4.9 4.2 5.0
TECH
$58.61
Healthcare		 119.8
Fwd: 26.5		 11.75 0.20
4.2		 3.8%
6.4%		 $1.44
2.5%		 10.6% -20.6% EPS: -48.2% | Sales: +3.9% 3.7 4.8 6.1 7.8 5.0
MDT
$96.28
Healthcare		 26.6
Fwd: 15.8		 4.53 0.60
2.0		 9.7%
13.6%		 $4.13
4.3%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 5.4 4.9 4.4 4.9
ECL
$255.46
Basic Materials		 36.7
Fwd: 30.1		 2.78 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 4.5 5.2 5.5 3.1 4.9
ICLR
$156.49
Healthcare		 21.2
Fwd: 11.6		 9.57 0.38
1.1		 6.3%
7.4%		 $12.49
8.0%		 24.2% 6.5% EPS: -17.9% | Sales: -2.5% 4.1 4.5 6.4 7.9 4.9
O
$57.00
Real Estate		 53.3
Fwd: 36.6		 2.87 0.74
2.2		 2.5%
17.1%		 $3.96
6.9%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 4.5 4.5 6.5 7.9 4.9
TRMB
$75.55
Technology		 51.4
Fwd: 21.9		 4.52 0.24
1.0		 6.1%
9.9%		 $1.32
1.8%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 5.0 5.1 5.6 4.9
EXR
$130.55
Real Estate		 29.2
Fwd: 26.8		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 4.6 6.4 8.3 4.8
SNPS
$390.24
Technology		 30.6
Fwd: 28.0		 3.35 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 4.6 4.2 9.2 4.8
DHR
$220.44
Healthcare		 45.4
Fwd: 26.2		 6.10 0.36
1.5		 6.8%
14.4%		 $7.10
3.2%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 4.9 5.2 5.5 4.8
NOC
$563.03
Industrials		 20.2
Fwd: 19.5		 3.29 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 5.0 4.2 5.7 6.0 4.7
IR
$73.67
Industrials		 54.6
Fwd: 20.6		 9.22 0.48
2.2		 5.3%
7.3%		 $3.16
4.3%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 4.0 4.2 6.7 7.0 4.7
SHW
$326.81
Basic Materials		 31.9
Fwd: 26.0		 4.11 3.25
0.8		 59.9%
11.1%		 $9.79
3.0%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.8 7.3 6.5 4.7
SBAC
$195.78
Real Estate		 24.6
Fwd: 22.2		 2.86 N/A
0.5		 N/A
30.7%		 $3.60
1.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 4.3 6.0 3.4 4.7
ESTC
$87.44
Technology		 N/A
Fwd: 32.4		 N/A 0.61
2.0		 -9.7%
-5.4%		 $2.96
3.4%		 28.2% 13.2% EPS: -229.0% | Sales: +17.4% 6.0 4.0 5.0 6.3 4.7
MLM
$589.97
Basic Materials		 31.1
Fwd: 27.2		 2.68 0.61
3.0		 11.6%
17.3%		 $16.70
2.8%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.7 4.4 4.6 6.8 4.6
VICI
$30.13
Real Estate		 11.5
Fwd: 10.6		 2.54 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 3.9 5.2 7.1 4.6
DDOG
$180.26
Technology		 610.6
Fwd: 78.0		 38.19 0.37
3.6		 3.5%
3.3%		 $2.68
1.5%		 49.2% N/A EPS: -46.1% | Sales: +26.6% 2.0 4.6 6.5 6.5 4.6
MRVL
$83.45
Technology		 N/A
Fwd: 24.8		 N/A 0.38
1.9		 -0.8%
-1.4%		 $1.78
2.1%		 16.4% N/A EPS: +89.4% | Sales: +37.0% 6.1 3.6 4.8 6.5 4.5
FROG
$56.87
Technology		 N/A
Fwd: 64.6		 N/A 0.01
2.1		 -9.9%
-15.9%		 $1.19
2.1%		 32.5% -60.3% EPS: -32.5% | Sales: +22.7% 4.7 4.0 5.0 6.5 4.5
BRK-B
$503.26
Financial		 16.1
Fwd: 23.3		 47.33 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.1 3.7 6.0 4.5
CSGP
$67.00
Real Estate		 1303.5
Fwd: 47.0		 37.16 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 4.8 6.5 8.4 4.5
IQV
$216.12
Healthcare		 29.7
Fwd: 16.7		 3.41 2.47
0.7		 19.6%
8.1%		 $12.98
6.0%		 6.8% 50.9% EPS: -4.7% | Sales: +3.9% 4.8 3.8 5.7 6.2 4.5
ON
$46.02
Technology		 60.0
Fwd: 15.8		 68.24 0.46
5.2		 3.9%
5.2%		 $3.40
7.4%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 4.2 5.5 4.0 4.4
SMCI
$34.10
Technology		 27.3
Fwd: 11.2		 1.41 0.74
5.4		 12.8%
3.8%		 $0.37
1.1%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.5 2.6 4.7 6.2 4.4
RTX
$175.63
Industrials		 36.1
Fwd: 25.8		 3.62 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.4 4.0 4.8 6.3 4.3
TSLA
$408.92
Consumer Cyclical		 273.2
Fwd: 184.2		 30.49 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 4.4 6.5 7.5 4.3
KMI
$27.14
Energy		 22.2
Fwd: 19.8		 2.55 1.06
0.6		 8.9%
16.6%		 $1.12
4.1%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.9 3.9 5.0 2.8 4.3
LHX
$287.69
Industrials		 30.9
Fwd: 23.2		 11.03 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 3.9 5.2 6.9 4.3
FIS
$63.93
Technology		 201.3
Fwd: 10.1		 20.61 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 4.0 5.1 3.9 4.2
GATX
$152.69
Industrials		 17.9
Fwd: 15.7		 1.90 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.6 4.4 4.5 4.2
ABBV
$234.00
Healthcare		 176.6
Fwd: 16.4		 10.93 N/A
0.7		 138.5%
3.9%		 $11.14
4.8%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 3.6 6.1 5.8 4.2
WMT
$102.95
Consumer Defensive		 38.8
Fwd: 34.9		 4.16 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 4.1 5.7 6.8 4.2
ORCL
$219.86
Technology		 50.9
Fwd: 27.5		 2.33 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 6.4 2.6 5.4 5.9 4.1
CELH
$40.16
Consumer Defensive		 441.8
Fwd: 26.5		 7.27 0.29
1.8		 3.1%
1.1%		 $2.03
5.1%		 78.3% 54.3% EPS: -87.0% | Sales: +55.1% 3.2 3.7 6.7 6.4 4.0
EXAS
$67.15
Healthcare		 N/A
Fwd: 219.6		 N/A 1.01
2.7		 -34.5%
-32.0%		 $1.30
1.9%		 25.8% -54.2% EPS: -353.7% | Sales: +14.5% 4.3 3.4 5.0 6.2 4.0
AMT
$180.47
Real Estate		 28.8
Fwd: 26.1		 1.93 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.1 2.7 5.6 3.6 4.0
MKC
$64.57
Consumer Defensive		 22.3
Fwd: 20.3		 4.10 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 3.7 4.5 6.5 4.0
ENB
$47.75
Energy		 26.2
Fwd: 21.3		 3.71 1.59
0.8		 9.0%
8.7%		 $1.61
3.4%		 0.9% -3.0% EPS: -15.1% | Sales: +29.3% 4.4 3.6 4.4 2.9 3.9
PEP
$147.83
Consumer Defensive		 28.1
Fwd: 17.2		 8.06 2.62
0.9		 37.2%
7.8%		 $4.96
3.4%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.2 6.4 6.4 3.9
CHTR
$201.84
Communication Services		 5.6
Fwd: 4.7		 0.48 6.24
0.4		 34.8%
9.3%		 $16.96
8.4%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 8.8 1.5 4.3 6.0 3.9
WM
$207.97
Industrials		 32.8
Fwd: 25.0		 3.48 2.45
0.8		 29.3%
10.3%		 $5.96
2.9%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.4 2.9 5.2 5.2 3.8
QSR
$68.06
Consumer Cyclical		 24.3
Fwd: 17.0		 2.59 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.7 1.9 5.5 6.0 3.8
APD
$253.09
Basic Materials		 N/A
Fwd: 18.2		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -110.3% | Sales: -0.5% 5.2 2.9 4.4 3.2 3.7
DLR
$157.70
Real Estate		 40.7
Fwd: 96.3		 4.51 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 3.5 5.0 5.8 3.5
AXON
$543.23
Industrials		 172.0
Fwd: 71.5		 9.78 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.8 4.7 4.6 3.0
ODD
$37.20
Consumer Defensive		 20.8
Fwd: 16.7		 1.14 0.07
6.3		 30.4%
14.7%		 $2.33
6.3%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.9 9.8 10.0 7.9 9.5
EXEL
$42.42
Healthcare		 17.9
Fwd: 13.1		 0.53 0.08
3.8		 30.6%
29.6%		 $2.91
6.9%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 8.9 8.2 9.4
ADBE
$325.07
Technology		 20.2
Fwd: 13.9		 1.58 0.56
1.0		 52.9%
30.0%		 $22.92
7.1%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.7 9.2 9.2 9.3
CPRX
$22.56
Healthcare		 13.2
Fwd: 12.6		 1.12 0.00
6.6		 27.5%
37.6%		 $1.91
8.5%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.8 9.4 9.1 6.8 9.1
ASML
$1020.00
Technology		 38.2
Fwd: 33.6		 1.69 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.6 8.6 9.1 9.1
APPF
$238.28
Technology		 42.8
Fwd: 37.4		 1.86 0.08
2.9		 44.7%
22.5%		 $5.89
2.5%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.7 9.6 9.4 9.3 9.0
CARG
$34.97
Consumer Cyclical		 23.7
Fwd: 13.7		 1.14 0.51
2.7		 35.4%
16.4%		 $2.64
7.5%		 8.7% -11.9% EPS: +427.1% | Sales: +4.2% 9.1 9.5 7.5 5.2 9.0
DUOL
$178.27
Technology		 22.7
Fwd: 40.8		 0.55 0.07
2.8		 36.2%
40.0%		 $7.69
4.3%		 60.3% N/A EPS: +318.8% | Sales: +39.9% 8.9 9.1 8.4 7.5 8.9
DECK
$80.72
Consumer Cyclical		 12.0
Fwd: 11.8		 1.70 0.14
3.1		 43.3%
19.4%		 $6.72
8.3%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.3 9.1 9.5 8.9
NVDA
$186.60
Technology		 53.1
Fwd: 27.5		 1.28 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.6 9.3 8.5 8.9 8.9
ABNB
$117.60
Consumer Cyclical		 27.8
Fwd: 22.8		 1.82 0.26
1.4		 30.8%
21.9%		 $7.37
6.3%		 18.2% N/A EPS: +47.2% | Sales: +10.6% 7.3 9.8 9.3 5.1 8.9
MEDP
$585.76
Healthcare		 41.0
Fwd: 35.2		 2.95 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 5.2 9.8 10.0 9.3 8.8
PAYC
$164.09
Technology		 20.4
Fwd: 16.3		 1.89 0.05
1.1		 28.6%
22.6%		 $7.01
4.3%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.2 8.1 9.8 8.8
QLYS
$139.46
Technology		 27.0
Fwd: 18.8		 3.10 0.10
1.4		 38.6%
29.0%		 $7.57
5.4%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 5.0 9.9 9.4 7.8 8.8
GOOGL
$285.02
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.5 7.6 8.6 8.7
PINS
$25.52
Communication Services		 8.8
Fwd: 13.0		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.5%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.3 7.2 5.9 8.7
ANET
$127.26
Technology		 48.4
Fwd: 37.9		 2.29 0.00
3.2		 31.7%
39.7%		 $3.21
2.5%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.5 9.8 6.6 8.7
PGR
$225.35
Financial		 12.3
Fwd: 13.8		 2.34 0.19
0.7		 34.2%
12.6%		 $29.08
12.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.4 9.6 9.4 8.6
TSM
$282.01
Technology		 28.9
Fwd: 22.6		 0.96 0.21
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 9.2 7.7 0.5 8.6
MANH
$170.94
Technology		 48.5
Fwd: 31.5		 5.47 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 9.4 6.1 8.6
CHKP
$192.10
Technology		 21.1
Fwd: 18.2		 2.54 0.00
1.2		 34.2%
37.6%		 $10.93
5.7%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.8 9.8 6.9 5.2 8.5
NSSC
$40.22
Industrials		 32.8
Fwd: 26.2		 1.96 0.03
7.1		 25.0%
23.8%		 $1.44
3.6%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 6.5 9.2 8.9 7.9 8.4
RMD
$244.71
Healthcare		 25.0
Fwd: 20.2		 2.20 0.14
2.9		 25.4%
27.4%		 $12.11
5.0%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 8.9 9.1 9.1 8.4
LRCX
$147.46
Technology		 32.5
Fwd: 26.4		 2.21 0.44
2.2		 62.3%
29.7%		 $4.42
3.0%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.2 8.5 4.9 8.4
QFIN
$22.21
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 8.4 7.5 7.4 8.4
BKNG
$4804.01
Consumer Cyclical		 31.2
Fwd: 18.1		 1.77 N/A
1.3		 N/A
19.4%		 $258.00
5.4%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 8.9 7.5 6.9 8.3
DOCS
$47.07
Healthcare		 37.5
Fwd: 27.4		 3.47 0.01
7.8		 24.6%
40.7%		 $1.66
3.5%		 37.4% 79.5% EPS: +44.1% | Sales: +20.2% 4.6 9.3 9.7 N/A 8.3
LRN
$62.74
Consumer Defensive		 9.7
Fwd: 8.0		 0.76 0.38
6.8		 23.0%
12.8%		 $8.61
13.7%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 8.1 9.4 4.7 8.3
FTNT
$81.94
Technology		 33.7
Fwd: 28.0		 3.04 1.35
1.0		 228.0%
28.6%		 $2.73
3.3%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 8.8 9.2 9.4 8.2
ACAD
$24.01
Healthcare		 15.4
Fwd: 32.5		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
4.9%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.1 7.8 5.7 8.1
ADP
$250.90
Technology		 24.8
Fwd: 20.9		 2.62 1.55
1.1		 70.6%
19.8%		 $11.37
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 8.9 7.8 7.3 8.1
DT
$45.15
Technology		 27.1
Fwd: 24.5		 1.77 0.03
1.5		 20.6%
27.3%		 $1.58
3.5%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.8 8.2 7.8 7.6 8.1
LULU
$164.16
Consumer Cyclical		 11.2
Fwd: 13.0		 N/A 0.40
2.3		 42.4%
16.4%		 $9.45
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 8.8 7.9 7.7 8.1
FICO
$1760.25
Technology		 66.3
Fwd: 35.2		 2.66 N/A
0.8		 N/A
32.8%		 $31.19
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.0 8.9 8.3 8.2 8.0
MPWR
$897.01
Technology		 22.9
Fwd: 43.2		 1.14 0.01
4.8		 64.0%
71.2%		 $14.72
1.6%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.6 8.3 7.6 7.4 8.0
PCTY
$145.32
Technology		 36.4
Fwd: 17.8		 3.65 0.12
1.0		 20.4%
13.8%		 $7.33
5.0%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.8 8.7 9.2 9.1 8.0
PYPL
$61.89
Financial		 12.4
Fwd: 10.6		 1.00 0.60
1.3		 24.4%
14.9%		 $5.95
9.6%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.8 8.0 8.0 8.0
V
$325.75
Financial		 32.2
Fwd: 22.6		 2.60 0.69
1.1		 51.5%
49.6%		 $11.27
3.5%		 12.9% 16.5% EPS: +2.8% | Sales: +11.3% 4.2 9.5 9.0 6.1 8.0
HALO
$70.56
Healthcare		 14.8
Fwd: 8.7		 0.47 3.00
1.6		 124.5%
47.9%		 $5.12
7.3%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 8.6 7.8 8.7 7.0 8.0
KLAC
$1133.70
Technology		 35.6
Fwd: 27.1		 3.22 1.22
2.6		 99.2%
33.8%		 $29.47
2.6%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 8.8 8.8 7.1 8.0
DXCM
$58.49
Healthcare		 32.5
Fwd: 23.6		 1.50 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.6 7.8 9.4 8.8 8.0
MSFT
$507.49
Technology		 36.1
Fwd: 27.1		 2.02 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.2 7.5 9.1 8.0
META
$602.01
Communication Services		 26.6
Fwd: 20.2		 2.24 0.26
2.0		 32.6%
30.9%		 $17.79
3.0%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.6 7.9 8.4 8.0
EXLS
$38.77
Technology		 26.3
Fwd: 17.7		 1.74 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.7 9.0 7.9 7.9
NFLX
$110.29
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $2.12
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.2 7.8 8.0 7.9
IDXX
$669.00
Healthcare		 53.0
Fwd: 46.3		 3.42 0.71
1.1		 64.6%
24.6%		 $12.07
1.8%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.1 8.5 7.7 7.8
JKHY
$163.64
Technology		 24.9
Fwd: 23.4		 3.68 0.03
1.3		 23.4%
19.9%		 $8.23
5.0%		 7.0% 10.1% EPS: +20.4% | Sales: +7.8% 4.7 8.9 7.5 7.0 7.8
GILD
$124.09
Healthcare		 19.2
Fwd: 14.3		 0.73 1.16
1.4		 40.5%
27.9%		 $7.39
6.0%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.8% 9.5 7.7 6.7 4.5 7.8
MNST
$71.84
Consumer Defensive		 40.9
Fwd: 32.3		 2.69 0.00
3.2		 25.5%
21.6%		 $2.03
2.8%		 12.3% 8.0% EPS: +12.8% | Sales: +7.6% 4.5 8.9 8.3 7.5 7.8
MLI
$104.81
Industrials		 15.7
Fwd: 13.6		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.8%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.3 8.4 4.5 7.7
AMAT
$228.71
Technology		 26.4
Fwd: 20.4		 3.35 0.32
2.6		 35.5%
24.7%		 $7.15
3.1%		 10.5% 17.2% EPS: +0.5% | Sales: +4.5% 5.0 8.6 7.7 6.9 7.7
APP
$539.27
Communication Services		 68.0
Fwd: 37.0		 1.10 2.38
3.2		 230.7%
49.3%		 $9.92
1.8%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 7.2 7.3 10.0 7.6 7.6
AAPL
$267.46
Technology		 35.9
Fwd: 29.5		 3.60 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 8.6 7.5 5.3 7.6
DPZ
$404.63
Consumer Cyclical		 23.6
Fwd: 20.7		 2.77 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.5 7.7 6.9 7.6
MA
$536.85
Financial		 34.3
Fwd: 28.1		 2.28 2.40
1.1		 185.7%
45.2%		 $18.73
3.5%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.8 8.2 6.7 7.6
ADSK
$291.96
Technology		 60.5
Fwd: 25.8		 3.88 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.1 9.0 8.9 7.6
APH
$132.33
Technology		 44.1
Fwd: 33.0		 1.32 0.64
2.1		 34.8%
18.2%		 $2.91
2.2%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.9 7.5 7.4 7.2 7.6
BMI
$174.59
Technology		 37.2
Fwd: 32.0		 3.36 0.00
3.2		 21.4%
15.4%		 $5.64
3.2%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.8 8.4 8.9 4.7 7.6
SCHW
$91.91
Financial		 21.6
Fwd: 16.4		 0.82 0.56
1.2		 17.1%
28.6%		 $11.56
12.6%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 7.3 7.0 6.5 7.5
ABT
$130.03
Healthcare		 16.3
Fwd: 22.9		 1.57 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 7.6 6.7 6.0 7.4
CTSH
$71.17
Technology		 16.5
Fwd: 12.7		 1.90 0.08
2.4		 14.5%
10.2%		 $5.49
7.7%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 7.7 5.8 5.8 7.4
LOW
$225.00
Consumer Cyclical		 18.5
Fwd: 17.0		 2.93 N/A
1.1		 N/A
8.2%		 $13.71
6.1%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.1 7.8 5.4 7.4
AWI
$179.87
Industrials		 25.8
Fwd: 21.3		 1.77 0.56
1.5		 38.0%
19.1%		 $5.60
3.1%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 7.7 5.8 6.0 7.3
CB
$295.58
Financial		 12.3
Fwd: 11.2		 1.48 0.31
0.4		 14.1%
16.5%		 $37.32
12.6%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 7.1 7.8 6.2 7.3
GGG
$79.28
Industrials		 27.1
Fwd: 24.9		 3.56 0.02
3.2		 19.4%
22.7%		 $3.76
4.7%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.3 8.7 6.8 6.3 7.3
JNJ
$199.58
Healthcare		 19.3
Fwd: 17.3		 2.59 0.58
1.1		 33.6%
27.3%		 $8.13
4.1%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 5.6 8.3 5.8 5.7 7.3
PLTR
$171.25
Technology		 400.5
Fwd: 173.1		 8.10 0.04
6.4		 19.8%
28.1%		 $0.75
0.4%		 31.0% N/A EPS: +116.3% | Sales: +47.2% 1.8 8.7 8.6 6.9 7.3
INTU
$645.98
Technology		 47.1
Fwd: 24.6		 3.35 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.8 7.8 8.0 8.9 7.3
PTC
$174.21
Technology		 28.4
Fwd: 20.2		 3.51 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.7 8.1 7.8 7.2
CTAS
$183.76
Industrials		 40.8
Fwd: 34.2		 3.87 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.3 8.4 7.6 7.2
USLM
$116.64
Basic Materials		 25.6
Fwd: 24.1		 2.25 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.0 8.1 8.0 7.0 7.2
ILMN
$120.08
Healthcare		 26.9
Fwd: 23.9		 2.44 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 6.3 7.6 7.2 4.8 7.2
BMRN
$54.46
Healthcare		 20.4
Fwd: 12.0		 0.62 0.10
4.8		 9.1%
16.9%		 $4.33
8.0%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 6.6 6.9 4.9 7.2
TT
$413.78
Industrials		 31.8
Fwd: 27.9		 2.23 0.55
1.2		 37.1%
13.9%		 $11.51
2.8%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 7.8 7.2 7.0 7.2
CINF
$161.44
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.90
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 7.7 6.1 7.1 7.1
ULTA
$509.57
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 7.9 7.9 6.9 7.1
YUM
$148.03
Consumer Cyclical		 28.8
Fwd: 22.2		 2.53 N/A
1.7		 N/A
17.9%		 $5.63
3.8%		 6.2% 4.8% EPS: -4.3% | Sales: +11.6% 5.8 7.8 7.1 5.9 7.1
ROL
$57.96
Consumer Cyclical		 54.4
Fwd: 46.0		 4.21 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.6 9.1 7.4 7.1
MKTX
$173.46
Financial		 29.5
Fwd: 21.2		 3.61 0.05
2.2		 15.9%
26.0%		 $9.31
5.4%		 9.8% 6.2% EPS: -20.3% | Sales: +4.0% 3.9 8.4 6.7 6.6 7.1
ZTS
$118.80
Healthcare		 20.0
Fwd: 17.4		 2.53 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 7.5 7.1 7.7 7.1
REGN
$704.31
Healthcare		 16.9
Fwd: 16.4		 4.85 0.09
4.1		 15.2%
32.1%		 $40.18
5.7%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 7.9 7.8 8.4 7.1
WRB
$77.10
Financial		 16.2
Fwd: 16.6		 2.53 0.32
0.4		 20.9%
13.0%		 $8.64
11.2%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.2 7.5 8.7 7.0 7.1
SAP
$238.90
Technology		 35.8
Fwd: 28.6		 1.27 0.21
1.1		 16.3%
19.5%		 $6.33
2.6%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 8.2 7.5 5.9 0.5 7.1
VEEV
$277.01
Healthcare		 56.8
Fwd: 32.7		 4.02 0.01
5.6		 13.7%
27.3%		 $8.10
2.9%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 8.1 8.5 7.7 7.1
DOCU
$64.67
Technology		 48.8
Fwd: 16.0		 5.51 0.06
0.7		 14.2%
9.1%		 $4.65
7.2%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 8.0 7.4 6.5 7.1
HLT
$266.05
Consumer Cyclical		 38.5
Fwd: 29.3		 2.84 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 5.0 8.0 7.2 6.5 7.0
NVMI
$286.78
Technology		 37.6
Fwd: 29.9		 2.22 0.75
4.6		 23.6%
28.7%		 $7.81
2.7%		 24.5% 35.3% EPS: +40.9% | Sales: +39.4% 6.4 7.0 8.3 6.2 7.0
AZO
$3855.26
Consumer Cyclical		 26.6
Fwd: 21.1		 2.19 N/A
0.9		 N/A
13.2%		 $107.63
2.8%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 6.9 7.4 7.3 7.0
NOW
$835.79
Technology		 101.1
Fwd: 41.0		 4.89 0.21
1.0		 16.8%
13.7%		 $19.03
2.3%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 7.8 8.5 7.5 7.0
GWW
$923.47
Industrials		 25.8
Fwd: 21.1		 3.58 0.76
2.7		 49.0%
9.8%		 $25.91
2.8%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 7.5 8.1 7.9 7.0
PANW
$202.90
Technology		 126.8
Fwd: 47.0		 9.41 0.05
0.9		 17.4%
12.3%		 $5.07
2.5%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 8.0 7.3 8.2 7.0
AVGO
$342.65
Technology		 87.5
Fwd: 36.7		 2.45 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 5.3 7.2 7.7 7.2 6.9
BR
$224.77
Technology		 28.7
Fwd: 21.9		 2.96 1.32
0.9		 38.2%
13.1%		 $11.03
4.9%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 7.1 7.2 7.1 6.9
FAST
$39.70
Industrials		 37.2
Fwd: 32.6		 3.75 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.1 6.6 8.5 6.9
SQ
$58.89
Technology		 11.8
Fwd: 18.2		 1.62 0.36
2.2		 14.8%
13.1%		 $3.01
5.1%		 38.6% 41.5% EPS: +178.1% | Sales: +0.5% 8.1 6.7 6.0 N/A 6.9
PAYX
$110.48
Technology		 24.8
Fwd: 18.8		 3.21 1.26
1.3		 41.3%
27.9%		 $5.04
4.6%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 7.4 6.4 8.1 6.9
GD
$341.78
Industrials		 22.1
Fwd: 19.9		 1.96 0.40
1.4		 17.8%
8.2%		 $17.81
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 7.0 5.8 5.8 6.9
CPRT
$41.33
Industrials		 26.0
Fwd: 22.3		 2.46 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.0 7.0 7.6 7.7 6.8
MELI
$2057.72
Consumer Cyclical		 50.2
Fwd: 33.5		 1.61 2.08
1.2		 40.6%
7.9%		 $130.48
6.3%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 7.1 6.2 8.7 8.2 6.8
QCOM
$166.75
Technology		 34.1
Fwd: 13.2		 14.57 0.74
2.8		 23.3%
12.5%		 $11.97
7.2%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.7 7.0 5.7 6.8
CDNS
$311.29
Technology		 80.3
Fwd: 38.6		 5.00 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.6 7.1 8.8 6.8
FSLR
$253.54
Technology		 19.5
Fwd: 11.3		 0.60 0.10
1.9		 16.9%
27.7%		 $5.73
2.3%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.4 4.8 4.6 6.8
CRM
$237.03
Technology		 34.4
Fwd: 18.6		 2.73 0.19
1.0		 11.2%
16.9%		 $13.12
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.7 6.8 7.4 8.7 6.7
CMG
$30.53
Consumer Cyclical		 26.9
Fwd: 25.1		 3.20 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.0 8.8 7.7 6.7
ISRG
$546.71
Healthcare		 72.4
Fwd: 56.5		 4.84 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.1 6.9 6.0 6.7
MCO
$472.12
Financial		 38.0
Fwd: 29.0		 2.83 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 7.6 7.1 6.8 6.7
VRSN
$250.19
Technology		 29.1
Fwd: 25.5		 3.39 N/A
0.5		 N/A
49.9%		 $10.84
4.3%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.8 7.6 5.3 4.9 6.7
SE
$145.75
Consumer Cyclical		 62.4
Fwd: 31.5		 1.34 0.42
1.4		 15.7%
6.8%		 N/A
N/A		 50.5% N/A EPS: +1347.0% | Sales: +35.2% 7.4 6.3 6.8 5.9 6.7
MTB
$181.06
Financial		 11.2
Fwd: 9.6		 0.88 0.52
0.4		 9.6%
19.8%		 $23.79
13.1%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 5.6 6.2 6.1 6.6
CPAY
$274.18
Technology		 18.6
Fwd: 11.0		 1.24 1.99
1.1		 29.4%
24.4%		 $16.34
6.0%		 8.4% 7.0% EPS: +4.5% | Sales: +11.3% 8.8 6.0 6.0 6.6 6.6
ONTO
$127.30
Technology		 35.9
Fwd: 21.7		 3.64 0.01
9.5		 9.0%
17.5%		 $5.33
4.2%		 26.4% 129.6% EPS: -4.2% | Sales: +6.4% 4.8 6.9 7.7 6.3 6.5
PODD
$328.02
Healthcare		 95.2
Fwd: 53.3		 2.81 0.75
2.8		 19.7%
9.8%		 $6.02
1.8%		 22.9% 98.8% EPS: -41.7% | Sales: +27.1% 4.2 6.8 8.6 8.0 6.5
PH
$820.97
Industrials		 29.2
Fwd: 24.9		 3.13 0.75
1.1		 27.3%
18.2%		 $26.83
3.3%		 7.7% 23.9% EPS: +26.7% | Sales: +0.2% 4.3 7.1 7.9 6.5 6.5
AXP
$341.25
Financial		 22.9
Fwd: 19.6		 1.84 1.83
7.2		 33.7%
13.2%		 $27.50
8.1%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 6.2 6.5 7.1 6.2 6.5
CMI
$455.98
Industrials		 23.7
Fwd: 17.7		 1.87 0.68
1.8		 23.8%
7.9%		 $16.50
3.6%		 7.7% 14.4% EPS: +27.4% | Sales: -1.8% 7.9 6.0 6.4 5.5 6.5
AME
$191.19
Industrials		 30.2
Fwd: 24.0		 3.80 0.26
1.2		 14.6%
20.5%		 $7.13
3.7%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.9 7.2 6.6 4.9 6.5
COST
$912.59
Consumer Defensive		 50.1
Fwd: 41.3		 4.74 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.2 8.8 8.9 6.4
ORLY
$99.56
Consumer Cyclical		 34.5
Fwd: 30.0		 3.30 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 7.2 6.8 8.2 6.4
WST
$262.41
Healthcare		 38.9
Fwd: 33.7		 4.20 0.10
2.9		 16.9%
16.3%		 $5.27
2.0%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.2 6.8 7.0 6.4
SHOP
$139.93
Technology		 102.5
Fwd: 77.0		 4.83 0.09
3.9		 15.7%
16.6%		 $1.45
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.4 7.7 5.9 6.4
LMAT
$86.99
Healthcare		 37.4
Fwd: 33.7		 2.77 0.49
13.2		 15.0%
22.1%		 $2.92
3.4%		 13.4% 17.0% EPS: +28.0% | Sales: +13.1% 4.9 6.6 7.6 7.3 6.4
GS
$775.56
Financial		 15.8
Fwd: 14.0		 1.04 5.24
1.3		 13.6%
12.5%		 $191.02
24.6%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 5.7 7.1 3.8 6.3
SBUX
$83.69
Consumer Cyclical		 51.4
Fwd: 27.6		 2.81 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 5.8 6.3 7.1 7.3 6.3
TXRH
$169.71
Consumer Cyclical		 25.9
Fwd: 25.5		 3.13 0.64
0.4		 31.6%
7.5%		 $5.15
3.0%		 14.3% 21.3% EPS: +12.4% | Sales: +14.4% 5.0 6.5 7.7 7.8 6.3
FITB
$41.12
Financial		 12.3
Fwd: 11.7		 0.81 0.90
0.2		 11.5%
16.0%		 $4.31
10.5%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 5.6 5.5 3.8 6.3
EPAM
$177.78
Technology		 27.1
Fwd: 14.2		 3.10 0.04
3.0		 10.2%
7.0%		 $8.31
4.7%		 15.6% 11.6% EPS: -15.5% | Sales: +14.3% 5.0 6.4 6.3 8.2 6.2
EA
$200.77
Communication Services		 58.7
Fwd: 21.7		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 7.3 5.9 5.0 6.2
A
$144.52
Healthcare		 33.9
Fwd: 24.0		 4.31 0.54
2.2		 19.9%
18.0%		 $3.84
2.7%		 4.8% 5.6% EPS: -11.5% | Sales: +4.5% 4.0 7.0 5.9 5.7 6.2
MAR
$282.89
Consumer Cyclical		 29.9
Fwd: 25.0		 2.83 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.8 6.3 6.9 5.5 6.2
WING
$227.29
Consumer Cyclical		 37.1
Fwd: 47.7		 2.08 N/A
4.0		 N/A
25.5%		 $2.25
1.0%		 25.7% 39.9% EPS: +79.0% | Sales: +15.6% 5.6 5.9 7.4 9.4 6.2
SPGI
$488.95
Financial		 35.5
Fwd: 24.7		 2.94 0.36
1.0		 12.6%
28.1%		 $18.04
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.5 6.5 6.6 8.3 6.1
WPM
$102.28
Basic Materials		 46.4
Fwd: 31.4		 1.35 0.00
8.1		 13.1%
54.7%		 $1.53
1.5%		 8.3% 43.3% EPS: +64.1% | Sales: +50.3% 6.1 6.6 6.2 0.5 6.1
NKE
$62.90
Consumer Cyclical		 32.2
Fwd: 25.2		 2.69 0.82
2.2		 21.1%
6.2%		 $2.04
3.2%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.8 6.3 5.9 6.5 6.1
TJX
$145.18
Consumer Cyclical		 33.1
Fwd: 28.6		 3.45 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.0 6.2 4.9 6.1
AMD
$240.52
Technology		 118.9
Fwd: 37.5		 2.70 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 5.0 6.0 7.5 8.1 6.1
CHD
$83.02
Consumer Defensive		 26.1
Fwd: 22.2		 5.12 0.57
1.1		 18.6%
12.7%		 $4.26
5.1%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 6.8 6.3 7.2 6.1
EW
$84.74
Healthcare		 36.1
Fwd: 29.5		 3.67 0.07
4.0		 13.6%
23.5%		 $1.39
1.6%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.6 6.9 4.9 4.3 6.1
ROK
$370.10
Industrials		 48.3
Fwd: 27.2		 3.56 1.00
1.1		 24.2%
10.4%		 $12.09
3.3%		 5.7% -2.6% EPS: -7.5% | Sales: +1.0% 4.1 6.9 6.4 4.7 6.1
ROST
$159.41
Consumer Cyclical		 25.3
Fwd: 23.1		 4.24 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.1 6.2 5.1 6.1
TYL
$463.05
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 6.7 6.3 7.5 6.0
GDDY
$125.19
Technology		 21.6
Fwd: 17.5		 2.00 42.17
0.6		 369.4%
17.0%		 $11.38
9.1%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.6 5.0 8.2 7.3 6.0
TDY
$499.55
Technology		 28.9
Fwd: 21.1		 3.24 0.24
1.8		 8.1%
13.6%		 $22.11
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 5.0 6.2 5.8 7.0 6.0
DIS
$105.69
Communication Services		 15.4
Fwd: 14.3		 1.32 0.41
0.7		 11.8%
13.2%		 $5.65
5.3%		 7.7% N/A EPS: +152.3% | Sales: +3.6% 8.2 5.4 5.2 5.2 6.0
NDAQ
$85.70
Financial		 30.6
Fwd: 22.6		 2.15 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 6.0 6.0 6.0 5.4 6.0
TXN
$154.99
Technology		 28.3
Fwd: 25.5		 2.29 0.84
4.5		 29.6%
29.1%		 $2.29
1.5%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.2 5.0 3.3 5.9
ENPH
$27.53
Technology		 19.1
Fwd: 13.1		 10.76 1.24
2.0		 20.3%
12.9%		 $1.66
6.0%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.3 6.5 6.7 5.9
CMCSA
$27.22
Communication Services		 4.5
Fwd: 6.5		 2.95 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.8 6.1 5.4 5.7 5.9
ATEN
$16.84
Technology		 24.7
Fwd: 17.8		 3.63 1.11
3.6		 23.9%
17.8%		 $1.00
6.0%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.8 6.4 5.8 3.1 5.9
CME
$279.13
Financial		 27.1
Fwd: 24.1		 4.19 0.13
1.0		 13.3%
58.1%		 $11.32
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.1 6.4 5.9 5.9
AMZN
$232.87
Consumer Cyclical		 32.9
Fwd: 29.6		 1.61 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 7.0 5.0 7.3 7.1 5.9
BRO
$80.71
Financial		 24.2
Fwd: 17.1		 2.30 0.65
1.2		 10.5%
18.0%		 $3.81
4.7%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.9 5.5 6.9 8.3 5.8
ETN
$342.75
Industrials		 34.3
Fwd: 24.9		 2.68 0.60
1.3		 20.7%
14.7%		 $8.55
2.5%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 5.0 6.2 6.4 4.3 5.8
CROX
$77.15
Consumer Cyclical		 25.1
Fwd: 6.5		 N/A 1.25
1.4		 11.8%
4.5%		 $13.80
17.9%		 27.2% 57.0% EPS: -77.3% | Sales: +0.0% 6.7 4.9 7.4 8.5 5.8
BLDR
$99.42
Industrials		 18.9
Fwd: 15.3		 N/A 1.18
1.8		 13.6%
3.8%		 $9.23
9.3%		 17.6% 36.7% EPS: -48.8% | Sales: -6.4% 6.7 5.1 7.5 6.8 5.8
TRI
$137.14
Industrials		 35.3
Fwd: 30.7		 3.50 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 4.0 6.9 5.9 0.5 5.8
MCD
$304.90
Consumer Cyclical		 26.0
Fwd: 23.0		 3.74 N/A
1.0		 N/A
32.0%		 $10.35
3.4%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.3 5.8 5.5 5.8
LIN
$417.85
Basic Materials		 28.0
Fwd: 23.4		 3.46 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.4 6.2 6.8 5.5 5.7
ICE
$150.33
Financial		 27.4
Fwd: 20.1		 2.43 0.68
1.0		 11.3%
26.6%		 $7.88
5.2%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 5.7 6.2 6.9 5.7
POOL
$237.84
Industrials		 21.7
Fwd: 20.5		 4.55 1.01
2.6		 29.2%
7.8%		 $10.59
4.5%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.0 7.5 6.4 5.7
ETSY
$54.62
Consumer Cyclical		 38.2
Fwd: 21.4		 4.43 N/A
3.2		 N/A
6.4%		 $6.43
11.8%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 5.8 7.5 8.4 5.7
BSX
$101.76
Healthcare		 54.4
Fwd: 29.3		 3.37 0.51
1.5		 12.7%
14.4%		 $2.58
2.5%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.6 6.0 5.7 6.1 5.7
DAL
$55.76
Industrials		 7.9
Fwd: 7.7		 0.79 1.11
0.4		 28.5%
7.4%		 $4.71
8.4%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 4.5 4.9 4.5 5.7
SLB
$35.80
Energy		 13.8
Fwd: 12.2		 N/A 0.50
1.4		 15.5%
10.3%		 $2.73
7.6%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 5.7 5.3 3.8 5.6
PSA
$270.27
Real Estate		 28.1
Fwd: 26.1		 30.86 1.08
1.7		 20.0%
35.4%		 $16.69
6.2%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 6.3 7.4 6.8 5.6
BABA
$157.71
Consumer Cyclical		 18.4
Fwd: 16.5		 2.13 0.23
1.4		 15.2%
14.8%		 $4.78
3.0%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 6.8 5.0 5.3 7.7 5.6
HEI
$310.88
Industrials		 68.1
Fwd: 58.4		 3.91 0.59
3.4		 16.7%
15.0%		 $6.48
2.1%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 2.8 6.4 6.3 7.2 5.6
JPM
$300.37
Financial		 14.9
Fwd: 14.2		 1.86 3.06
1.1		 16.4%
20.4%		 $16.86
5.6%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.9 5.0 6.0 5.4 5.5
CPNG
$27.81
Consumer Cyclical		 131.6
Fwd: 50.7		 1.02 1.04
1.1		 8.7%
1.2%		 $0.69
2.5%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 4.3 6.7 5.7 5.5
HOLX
$74.14
Healthcare		 29.9
Fwd: 14.8		 3.54 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.5 6.0 5.2 4.6 5.5
IEX
$162.76
Industrials		 25.7
Fwd: 19.6		 5.77 0.48
2.9		 12.2%
14.0%		 $7.80
4.8%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 6.2 5.3 5.0 5.5
BLK
$1023.80
Financial		 26.6
Fwd: 18.9		 2.20 0.27
4.0		 12.6%
25.9%		 $24.65
2.4%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.6 4.1 6.3 5.5
FISV
$62.70
Technology		 9.7
Fwd: 7.4		 6.55 1.21
1.1		 13.6%
17.1%		 $8.62
13.8%		 15.0% 25.8% EPS: +24.9% | Sales: +5.2% 4.1 5.3 7.4 8.0 5.5
XYL
$140.99
Industrials		 36.3
Fwd: 25.3		 2.75 0.19
2.0		 8.7%
10.7%		 $3.80
2.7%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 5.3 5.3 5.8 6.3 5.4
XOM
$117.68
Energy		 17.1
Fwd: 15.9		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.8 5.8 5.8 3.8 5.4
ATKR
$64.65
Industrials		 20.8
Fwd: 11.9		 N/A 0.64
3.1		 7.3%
3.8%		 $7.76
12.0%		 10.8% 35.0% EPS: -78.2% | Sales: -12.1% 6.7 4.6 7.0 6.1 5.4
ITW
$241.41
Industrials		 23.4
Fwd: 21.6		 33.95 2.79
1.5		 91.7%
19.1%		 $9.81
4.1%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 5.9 6.8 4.1 5.4
RSG
$209.81
Industrials		 31.2
Fwd: 28.7		 3.92 1.14
0.6		 18.2%
12.8%		 $8.17
3.9%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.3 5.6 6.6 6.3 5.4
WDAY
$224.95
Technology		 104.0
Fwd: 21.2		 4.86 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 5.4 6.2 8.4 5.4
COF
$201.01
Financial		 85.2
Fwd: 9.7		 3.91 0.45
2.1		 1.5%
1.7%		 $32.79
16.3%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.8 5.5 5.4 6.0 5.3
PWR
$426.87
Industrials		 63.3
Fwd: 34.3		 3.69 0.72
1.3		 13.2%
3.7%		 $8.39
2.0%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.9 5.3 7.4 7.7 5.3
UNP
$221.00
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 5.2 5.6 2.5 5.3
KEYS
$175.51
Technology		 55.9
Fwd: 22.5		 4.53 0.49
3.6		 10.0%
10.4%		 $8.23
4.7%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 5.8 4.7 5.8 5.3
ROP
$443.88
Technology		 30.6
Fwd: 20.5		 3.53 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 5.0 5.5 5.3 3.5 5.3
VMC
$280.08
Basic Materials		 33.3
Fwd: 28.5		 2.33 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 5.0 5.3 5.2 6.9 5.3
TMO
$567.16
Healthcare		 32.8
Fwd: 23.1		 4.40 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 5.4 6.1 6.9 5.3
SYK
$360.13
Healthcare		 47.3
Fwd: 24.1		 4.24 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 5.8 5.5 3.8 5.2
TECH
$58.61
Healthcare		 119.8
Fwd: 26.5		 11.75 0.20
4.2		 3.8%
6.4%		 $1.44
2.5%		 10.6% -20.6% EPS: -48.2% | Sales: +3.9% 3.7 5.3 6.3 7.8 5.2
UL
$59.21
Consumer Defensive		 24.3
Fwd: 16.4		 3.27 1.80
0.8		 28.4%
9.3%		 $2.75
4.6%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.8 5.7 5.6 0.5 5.2
ELF
$72.79
Consumer Defensive		 51.6
Fwd: 20.7		 5.84 0.81
2.7		 8.8%
5.9%		 $2.38
3.3%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 5.1 7.5 8.2 5.2
BILL
$49.63
Technology		 N/A
Fwd: 19.3		 N/A 0.49
1.7		 0.3%
0.8%		 $3.13
6.3%		 56.1% N/A EPS: +50.7% | Sales: +11.6% 6.6 4.6 5.8 6.4 5.2
TDG
$1335.77
Industrials		 41.6
Fwd: 29.0		 3.29 N/A
3.2		 N/A
21.1%		 $32.24
2.4%		 11.6% 31.1% EPS: +25.4% | Sales: +11.3% 4.1 5.2 6.7 6.3 5.2
COP
$88.72
Energy		 12.6
Fwd: 14.0		 7.34 0.36
1.3		 15.4%
14.8%		 $5.73
6.5%		 11.0% 4.1% EPS: -16.1% | Sales: +8.4% 3.9 5.7 5.1 6.1 5.2
LMT
$470.78
Industrials		 26.3
Fwd: 16.0		 2.21 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 6.5 4.4 6.1 6.2 5.2
ICLR
$156.49
Healthcare		 21.2
Fwd: 11.6		 9.57 0.38
1.1		 6.3%
7.4%		 $12.49
8.0%		 24.2% 6.5% EPS: -17.9% | Sales: -2.5% 4.1 5.1 6.4 7.9 5.2
HUBS
$369.10
Technology		 N/A
Fwd: 32.1		 N/A 0.15
1.4		 -0.2%
-0.1%		 $12.50
3.4%		 31.2% N/A EPS: +75.3% | Sales: +19.2% 6.0 4.6 5.8 6.8 5.2
EMR
$126.93
Industrials		 31.4
Fwd: 17.9		 3.69 0.68
0.9		 10.9%
12.7%		 $4.75
3.7%		 1.4% 4.5% EPS: +18.1% | Sales: +3.0% 4.8 5.4 4.9 4.2 5.1
HON
$196.08
Industrials		 20.7
Fwd: 19.1		 3.32 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.2 5.8 3.9 5.1
MDT
$96.28
Healthcare		 26.6
Fwd: 15.8		 4.53 0.60
2.0		 9.7%
13.6%		 $4.13
4.3%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 5.7 4.9 4.4 5.1
TRMB
$75.55
Technology		 51.4
Fwd: 21.9		 4.52 0.24
1.0		 6.1%
9.9%		 $1.32
1.8%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 5.4 5.7 5.6 5.1
O
$57.00
Real Estate		 53.3
Fwd: 36.6		 2.87 0.74
2.2		 2.5%
17.1%		 $3.96
6.9%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 4.5 5.0 6.5 7.9 5.1
VRSK
$219.10
Industrials		 33.5
Fwd: 28.6		 3.79 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.0 8.0 5.0 5.1
CAT
$552.05
Industrials		 28.3
Fwd: 24.9		 4.27 2.01
1.4		 46.3%
14.3%		 $16.16
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.4 5.5 6.9 4.1 5.1
UPS
$94.19
Industrials		 14.6
Fwd: 13.1		 12.65 1.85
1.3		 33.7%
6.2%		 $5.18
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.4 5.6 5.8 5.1
ECL
$255.46
Basic Materials		 36.7
Fwd: 30.1		 2.78 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 4.5 5.3 5.3 3.1 5.0
IR
$73.67
Industrials		 54.6
Fwd: 20.6		 9.22 0.48
2.2		 5.3%
7.3%		 $3.16
4.3%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 4.0 4.8 7.4 7.0 5.0
DHR
$220.44
Healthcare		 45.4
Fwd: 26.2		 6.10 0.36
1.5		 6.8%
14.4%		 $7.10
3.2%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 5.3 5.3 5.5 5.0
EXR
$130.55
Real Estate		 29.2
Fwd: 26.8		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 4.8 6.2 8.3 4.9
DKS
$208.98
Consumer Cyclical		 14.6
Fwd: 13.7		 2.85 1.37
1.7		 37.4%
8.5%		 $5.18
2.5%		 9.0% 33.3% EPS: +4.6% | Sales: +2.7% 5.8 3.9 6.9 6.9 4.9
MLM
$589.97
Basic Materials		 31.1
Fwd: 27.2		 2.68 0.61
3.0		 11.6%
17.3%		 $16.70
2.8%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.7 4.7 5.3 6.8 4.9
SNPS
$390.24
Technology		 30.6
Fwd: 28.0		 3.35 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 4.5 5.2 9.2 4.9
KO
$70.68
Consumer Defensive		 23.4
Fwd: 22.0		 3.76 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 4.7 4.9 6.3 4.8
MSI
$377.69
Technology		 30.3
Fwd: 23.2		 3.62 4.27
1.0		 115.8%
18.7%		 $14.49
3.8%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.2 7.2 6.3 4.8
CSGP
$67.00
Real Estate		 1303.5
Fwd: 47.0		 37.16 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 5.4 6.5 8.4 4.8
DDOG
$180.26
Technology		 610.6
Fwd: 78.0		 38.19 0.37
3.6		 3.5%
3.3%		 $2.68
1.5%		 49.2% N/A EPS: -46.1% | Sales: +26.6% 2.0 5.1 6.5 6.5 4.8
ON
$46.02
Technology		 60.0
Fwd: 15.8		 68.24 0.46
5.2		 3.9%
5.2%		 $3.40
7.4%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 4.7 6.2 4.0 4.8
ESTC
$87.44
Technology		 N/A
Fwd: 32.4		 N/A 0.61
2.0		 -9.7%
-5.4%		 $2.96
3.4%		 28.2% 13.2% EPS: -229.0% | Sales: +17.4% 6.0 4.1 5.3 6.3 4.7
BRK-B
$503.26
Financial		 16.1
Fwd: 23.3		 47.33 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.4 3.7 6.0 4.7
MRVL
$83.45
Technology		 N/A
Fwd: 24.8		 N/A 0.38
1.9		 -0.8%
-1.4%		 $1.78
2.1%		 16.4% N/A EPS: +89.4% | Sales: +37.0% 6.1 4.0 5.5 6.5 4.7
FROG
$56.87
Technology		 N/A
Fwd: 64.6		 N/A 0.01
2.1		 -9.9%
-15.9%		 $1.19
2.1%		 32.5% -60.3% EPS: -32.5% | Sales: +22.7% 4.7 4.3 5.0 6.5 4.6
TSLA
$408.92
Consumer Cyclical		 273.2
Fwd: 184.2		 30.49 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 5.0 6.7 7.5 4.6
MS
$159.45
Financial		 16.4
Fwd: 15.2		 1.24 3.92
1.6		 15.2%
13.8%		 $6.51
4.1%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 3.4 4.2 3.9 4.5
SHW
$326.81
Basic Materials		 31.9
Fwd: 26.0		 4.11 3.25
0.8		 59.9%
11.1%		 $9.79
3.0%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.6 7.3 6.5 4.5
FIS
$63.93
Technology		 201.3
Fwd: 10.1		 20.61 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 4.4 5.5 3.9 4.5
LHX
$287.69
Industrials		 30.9
Fwd: 23.2		 11.03 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 4.2 5.8 6.9 4.5
RTX
$175.63
Industrials		 36.1
Fwd: 25.8		 3.62 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.4 4.2 5.0 6.3 4.5
VICI
$30.13
Real Estate		 11.5
Fwd: 10.6		 2.54 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 3.8 6.2 7.1 4.5
HD
$358.03
Consumer Cyclical		 24.3
Fwd: 22.1		 4.72 5.75
1.1		 193.9%
8.9%		 $14.30
4.0%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.1 6.8 5.8 4.5
IQV
$216.12
Healthcare		 29.7
Fwd: 16.7		 3.41 2.47
0.7		 19.6%
8.1%		 $12.98
6.0%		 6.8% 50.9% EPS: -4.7% | Sales: +3.9% 4.8 3.8 6.8 6.2 4.4
SBAC
$195.78
Real Estate		 24.6
Fwd: 22.2		 2.86 N/A
0.5		 N/A
30.7%		 $3.60
1.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 4.0 6.3 3.4 4.4
KMI
$27.14
Energy		 22.2
Fwd: 19.8		 2.55 1.06
0.6		 8.9%
16.6%		 $1.12
4.1%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.9 4.1 5.2 2.8 4.3
SMCI
$34.10
Technology		 27.3
Fwd: 11.2		 1.41 0.74
5.4		 12.8%
3.8%		 $0.37
1.1%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.5 2.7 5.5 6.2 4.3
CELH
$40.16
Consumer Defensive		 441.8
Fwd: 26.5		 7.27 0.29
1.8		 3.1%
1.1%		 $2.03
5.1%		 78.3% 54.3% EPS: -87.0% | Sales: +55.1% 3.2 4.2 7.4 6.4 4.3
ABBV
$234.00
Healthcare		 176.6
Fwd: 16.4		 10.93 N/A
0.7		 138.5%
3.9%		 $11.14
4.8%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 3.9 6.3 5.8 4.2
NOC
$563.03
Industrials		 20.2
Fwd: 19.5		 3.29 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 5.0 3.2 5.9 6.0 4.1
WMT
$102.95
Consumer Defensive		 38.8
Fwd: 34.9		 4.16 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 4.1 5.3 6.8 4.1
ENB
$47.75
Energy		 26.2
Fwd: 21.3		 3.71 1.59
0.8		 9.0%
8.7%		 $1.61
3.4%		 0.9% -3.0% EPS: -15.1% | Sales: +29.3% 4.4 3.8 4.6 2.9 4.0
EXAS
$67.15
Healthcare		 N/A
Fwd: 219.6		 N/A 1.01
2.7		 -34.5%
-32.0%		 $1.30
1.9%		 25.8% -54.2% EPS: -353.7% | Sales: +14.5% 4.3 3.4 5.2 6.2 3.9
MKC
$64.57
Consumer Defensive		 22.3
Fwd: 20.3		 4.10 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 3.6 4.4 6.5 3.9
APD
$253.09
Basic Materials		 N/A
Fwd: 18.2		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -110.3% | Sales: -0.5% 5.2 3.1 4.6 3.2 3.8
AMT
$180.47
Real Estate		 28.8
Fwd: 26.1		 1.93 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.1 2.6 5.4 3.6 3.7
PEP
$147.83
Consumer Defensive		 28.1
Fwd: 17.2		 8.06 2.62
0.9		 37.2%
7.8%		 $4.96
3.4%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.1 6.2 6.4 3.7
CHTR
$201.84
Communication Services		 5.6
Fwd: 4.7		 0.48 6.24
0.4		 34.8%
9.3%		 $16.96
8.4%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 8.8 1.4 5.5 6.0 3.7
WM
$207.97
Industrials		 32.8
Fwd: 25.0		 3.48 2.45
0.8		 29.3%
10.3%		 $5.96
2.9%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.4 2.8 5.9 5.2 3.6
DLR
$157.70
Real Estate		 40.7
Fwd: 96.3		 4.51 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 3.7 5.0 5.8 3.5
QSR
$68.06
Consumer Cyclical		 24.3
Fwd: 17.0		 2.59 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.7 1.9 5.5 6.0 3.5
ORCL
$219.86
Technology		 50.9
Fwd: 27.5		 2.33 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 6.4 2.0 5.1 5.9 3.4
GATX
$152.69
Industrials		 17.9
Fwd: 15.7		 1.90 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 1.3 4.6 4.5 3.3
AXON
$543.23
Industrials		 172.0
Fwd: 71.5		 9.78 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.9 5.6 4.6 3.0
ODD
$37.20
Consumer Defensive		 20.8
Fwd: 16.7		 1.14 0.07
6.3		 30.4%
14.7%		 $2.33
6.3%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.9 9.7 10.0 7.9 9.4
CPRX
$22.56
Healthcare		 13.2
Fwd: 12.6		 1.12 0.00
6.6		 27.5%
37.6%		 $1.91
8.5%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.8 9.8 9.8 6.8 9.4
LRN
$62.74
Consumer Defensive		 9.7
Fwd: 8.0		 0.76 0.38
6.8		 23.0%
12.8%		 $8.61
13.7%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 9.3 9.9 4.7 9.3
NVDA
$186.60
Technology		 53.1
Fwd: 27.5		 1.28 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.6 8.7 9.8 8.9 8.9
DECK
$80.72
Consumer Cyclical		 12.0
Fwd: 11.8		 1.70 0.14
3.1		 43.3%
19.4%		 $6.72
8.3%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 8.6 9.8 9.5 8.9
APPF
$238.28
Technology		 42.8
Fwd: 37.4		 1.86 0.08
2.9		 44.7%
22.5%		 $5.89
2.5%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.7 9.2 9.9 9.3 8.9
DXCM
$58.49
Healthcare		 32.5
Fwd: 23.6		 1.50 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.6 8.1 9.9 8.8 8.8
TSM
$282.01
Technology		 28.9
Fwd: 22.6		 0.96 0.21
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 9.3 9.1 0.5 8.7
DUOL
$178.27
Technology		 22.7
Fwd: 40.8		 0.55 0.07
2.8		 36.2%
40.0%		 $7.69
4.3%		 60.3% N/A EPS: +318.8% | Sales: +39.9% 8.9 9.0 8.6 7.5 8.7
PAYC
$164.09
Technology		 20.4
Fwd: 16.3		 1.89 0.05
1.1		 28.6%
22.6%		 $7.01
4.3%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.0 8.7 9.8 8.6
EXEL
$42.42
Healthcare		 17.9
Fwd: 13.1		 0.53 0.08
3.8		 30.6%
29.6%		 $2.91
6.9%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 7.5 8.2 8.6
GOOGL
$285.02
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.4 8.8 8.6 8.4
PYPL
$61.89
Financial		 12.4
Fwd: 10.6		 1.00 0.60
1.3		 24.4%
14.9%		 $5.95
9.6%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 9.1 8.0 8.0 8.4
EXLS
$38.77
Technology		 26.3
Fwd: 17.7		 1.74 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 8.6 8.7 7.9 8.4
MEDP
$585.76
Healthcare		 41.0
Fwd: 35.2		 2.95 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 5.2 9.3 10.0 9.3 8.4
SQ
$58.89
Technology		 11.8
Fwd: 18.2		 1.62 0.36
2.2		 14.8%
13.1%		 $3.01
5.1%		 38.6% 41.5% EPS: +178.1% | Sales: +0.5% 8.1 8.9 8.3 N/A 8.4
ASML
$1020.00
Technology		 38.2
Fwd: 33.6		 1.69 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.2 8.4 9.1 8.4
PINS
$25.52
Communication Services		 8.8
Fwd: 13.0		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.5%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 8.8 8.3 5.9 8.3
DT
$45.15
Technology		 27.1
Fwd: 24.5		 1.77 0.03
1.5		 20.6%
27.3%		 $1.58
3.5%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.8 8.9 8.4 7.6 8.3
ANET
$127.26
Technology		 48.4
Fwd: 37.9		 2.29 0.00
3.2		 31.7%
39.7%		 $3.21
2.5%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.5 9.4 6.6 8.3
DOCS
$47.07
Healthcare		 37.5
Fwd: 27.4		 3.47 0.01
7.8		 24.6%
40.7%		 $1.66
3.5%		 37.4% 79.5% EPS: +44.1% | Sales: +20.2% 4.6 9.7 9.9 N/A 8.3
NSSC
$40.22
Industrials		 32.8
Fwd: 26.2		 1.96 0.03
7.1		 25.0%
23.8%		 $1.44
3.6%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 6.5 9.2 9.2 7.9 8.3
APP
$539.27
Communication Services		 68.0
Fwd: 37.0		 1.10 2.38
3.2		 230.7%
49.3%		 $9.92
1.8%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 7.2 5.5 10.0 7.6 8.3
ADBE
$325.07
Technology		 20.2
Fwd: 13.9		 1.58 0.56
1.0		 52.9%
30.0%		 $22.92
7.1%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.1 7.8 9.2 8.2
BMRN
$54.46
Healthcare		 20.4
Fwd: 12.0		 0.62 0.10
4.8		 9.1%
16.9%		 $4.33
8.0%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 9.6 7.0 4.9 8.2
PCTY
$145.32
Technology		 36.4
Fwd: 17.8		 3.65 0.12
1.0		 20.4%
13.8%		 $7.33
5.0%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.8 9.8 9.3 9.1 8.2
ABNB
$117.60
Consumer Cyclical		 27.8
Fwd: 22.8		 1.82 0.26
1.4		 30.8%
21.9%		 $7.37
6.3%		 18.2% N/A EPS: +47.2% | Sales: +10.6% 7.3 9.6 8.7 5.1 8.2
LULU
$164.16
Consumer Cyclical		 11.2
Fwd: 13.0		 N/A 0.40
2.3		 42.4%
16.4%		 $9.45
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 7.5 9.7 7.7 8.2
CB
$295.58
Financial		 12.3
Fwd: 11.2		 1.48 0.31
0.4		 14.1%
16.5%		 $37.32
12.6%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 9.6 7.7 6.2 8.1
PGR
$225.35
Financial		 12.3
Fwd: 13.8		 2.34 0.19
0.7		 34.2%
12.6%		 $29.08
12.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.8 8.9 9.4 8.1
QFIN
$22.21
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 7.5 7.8 7.4 8.1
ONTO
$127.30
Technology		 35.9
Fwd: 21.7		 3.64 0.01
9.5		 9.0%
17.5%		 $5.33
4.2%		 26.4% 129.6% EPS: -4.2% | Sales: +6.4% 4.8 9.7 9.2 6.3 8.0
MPWR
$897.01
Technology		 22.9
Fwd: 43.2		 1.14 0.01
4.8		 64.0%
71.2%		 $14.72
1.6%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.6 6.6 8.9 7.4 8.0
NVMI
$286.78
Technology		 37.6
Fwd: 29.9		 2.22 0.75
4.6		 23.6%
28.7%		 $7.81
2.7%		 24.5% 35.3% EPS: +40.9% | Sales: +39.4% 6.4 7.8 9.2 6.2 8.0
RMD
$244.71
Healthcare		 25.0
Fwd: 20.2		 2.20 0.14
2.9		 25.4%
27.4%		 $12.11
5.0%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 9.5 8.2 9.1 8.0
GS
$775.56
Financial		 15.8
Fwd: 14.0		 1.04 5.24
1.3		 13.6%
12.5%		 $191.02
24.6%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 9.4 7.5 3.8 8.0
META
$602.01
Communication Services		 26.6
Fwd: 20.2		 2.24 0.26
2.0		 32.6%
30.9%		 $17.79
3.0%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.4 8.8 8.4 7.9
NFLX
$110.29
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $2.12
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 7.8 8.5 8.0 7.9
AMD
$240.52
Technology		 118.9
Fwd: 37.5		 2.70 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 5.0 9.6 8.7 8.1 7.9
CRM
$237.03
Technology		 34.4
Fwd: 18.6		 2.73 0.19
1.0		 11.2%
16.9%		 $13.12
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.7 9.5 8.3 8.7 7.9
HALO
$70.56
Healthcare		 14.8
Fwd: 8.7		 0.47 3.00
1.6		 124.5%
47.9%		 $5.12
7.3%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 8.6 5.2 8.6 7.0 7.8
SCHW
$91.91
Financial		 21.6
Fwd: 16.4		 0.82 0.56
1.2		 17.1%
28.6%		 $11.56
12.6%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 9.5 6.0 6.5 7.8
QLYS
$139.46
Technology		 27.0
Fwd: 18.8		 3.10 0.10
1.4		 38.6%
29.0%		 $7.57
5.4%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 5.0 9.9 8.3 7.8 7.8
CROX
$77.15
Consumer Cyclical		 25.1
Fwd: 6.5		 N/A 1.25
1.4		 11.8%
4.5%		 $13.80
17.9%		 27.2% 57.0% EPS: -77.3% | Sales: +0.0% 6.7 7.6 8.4 8.5 7.7
PODD
$328.02
Healthcare		 95.2
Fwd: 53.3		 2.81 0.75
2.8		 19.7%
9.8%		 $6.02
1.8%		 22.9% 98.8% EPS: -41.7% | Sales: +27.1% 4.2 8.4 9.6 8.0 7.7
PTC
$174.21
Technology		 28.4
Fwd: 20.2		 3.51 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 9.0 8.6 7.8 7.7
FTNT
$81.94
Technology		 33.7
Fwd: 28.0		 3.04 1.35
1.0		 228.0%
28.6%		 $2.73
3.3%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 6.8 9.3 9.4 7.7
BLDR
$99.42
Industrials		 18.9
Fwd: 15.3		 N/A 1.18
1.8		 13.6%
3.8%		 $9.23
9.3%		 17.6% 36.7% EPS: -48.8% | Sales: -6.4% 6.7 7.6 8.6 6.8 7.7
MTB
$181.06
Financial		 11.2
Fwd: 9.6		 0.88 0.52
0.4		 9.6%
19.8%		 $23.79
13.1%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 9.4 5.3 6.1 7.7
MSFT
$507.49
Technology		 36.1
Fwd: 27.1		 2.02 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 7.8 7.8 9.1 7.6
MLI
$104.81
Industrials		 15.7
Fwd: 13.6		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.8%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.2 8.6 4.5 7.6
BRO
$80.71
Financial		 24.2
Fwd: 17.1		 2.30 0.65
1.2		 10.5%
18.0%		 $3.81
4.7%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.9 8.5 8.6 8.3 7.6
CPRT
$41.33
Industrials		 26.0
Fwd: 22.3		 2.46 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.0 6.9 9.2 7.7 7.6
ACAD
$24.01
Healthcare		 15.4
Fwd: 32.5		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
4.9%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 8.7 8.4 5.7 7.6
SE
$145.75
Consumer Cyclical		 62.4
Fwd: 31.5		 1.34 0.42
1.4		 15.7%
6.8%		 N/A
N/A		 50.5% N/A EPS: +1347.0% | Sales: +35.2% 7.4 6.9 8.2 5.9 7.6
MELI
$2057.72
Consumer Cyclical		 50.2
Fwd: 33.5		 1.61 2.08
1.2		 40.6%
7.9%		 $130.48
6.3%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 7.1 5.7 8.6 8.2 7.6
AMZN
$232.87
Consumer Cyclical		 32.9
Fwd: 29.6		 1.61 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 7.0 3.9 9.6 7.1 7.5
WRB
$77.10
Financial		 16.2
Fwd: 16.6		 2.53 0.32
0.4		 20.9%
13.0%		 $8.64
11.2%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.2 9.5 8.7 7.0 7.5
BMI
$174.59
Technology		 37.2
Fwd: 32.0		 3.36 0.00
3.2		 21.4%
15.4%		 $5.64
3.2%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.8 9.4 8.4 4.7 7.5
LRCX
$147.46
Technology		 32.5
Fwd: 26.4		 2.21 0.44
2.2		 62.3%
29.7%		 $4.42
3.0%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 8.1 8.2 4.9 7.5
BILL
$49.63
Technology		 N/A
Fwd: 19.3		 N/A 0.49
1.7		 0.3%
0.8%		 $3.13
6.3%		 56.1% N/A EPS: +50.7% | Sales: +11.6% 6.6 7.9 8.0 6.4 7.5
REGN
$704.31
Healthcare		 16.9
Fwd: 16.4		 4.85 0.09
4.1		 15.2%
32.1%		 $40.18
5.7%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 9.1 9.0 8.4 7.5
CARG
$34.97
Consumer Cyclical		 23.7
Fwd: 13.7		 1.14 0.51
2.7		 35.4%
16.4%		 $2.64
7.5%		 8.7% -11.9% EPS: +427.1% | Sales: +4.2% 9.1 9.3 5.7 5.2 7.5
ADSK
$291.96
Technology		 60.5
Fwd: 25.8		 3.88 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 7.6 8.7 8.9 7.4
KLAC
$1133.70
Technology		 35.6
Fwd: 27.1		 3.22 1.22
2.6		 99.2%
33.8%		 $29.47
2.6%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 7.0 8.9 7.1 7.4
LMAT
$86.99
Healthcare		 37.4
Fwd: 33.7		 2.77 0.49
13.2		 15.0%
22.1%		 $2.92
3.4%		 13.4% 17.0% EPS: +28.0% | Sales: +13.1% 4.9 8.8 8.4 7.3 7.4
MANH
$170.94
Technology		 48.5
Fwd: 31.5		 5.47 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.8 8.3 6.1 7.4
HUBS
$369.10
Technology		 N/A
Fwd: 32.1		 N/A 0.15
1.4		 -0.2%
-0.1%		 $12.50
3.4%		 31.2% N/A EPS: +75.3% | Sales: +19.2% 6.0 8.0 8.0 6.8 7.4
NOW
$835.79
Technology		 101.1
Fwd: 41.0		 4.89 0.21
1.0		 16.8%
13.7%		 $19.03
2.3%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 9.6 8.7 7.5 7.4
JPM
$300.37
Financial		 14.9
Fwd: 14.2		 1.86 3.06
1.1		 16.4%
20.4%		 $16.86
5.6%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.9 7.7 7.9 5.4 7.4
CMG
$30.53
Consumer Cyclical		 26.9
Fwd: 25.1		 3.20 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 6.2 9.8 7.7 7.4
SMCI
$34.10
Technology		 27.3
Fwd: 11.2		 1.41 0.74
5.4		 12.8%
3.8%		 $0.37
1.1%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.5 3.5 8.4 6.2 7.3
VEEV
$277.01
Healthcare		 56.8
Fwd: 32.7		 4.02 0.01
5.6		 13.7%
27.3%		 $8.10
2.9%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 9.8 8.9 7.7 7.3
APH
$132.33
Technology		 44.1
Fwd: 33.0		 1.32 0.64
2.1		 34.8%
18.2%		 $2.91
2.2%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.9 7.5 6.8 7.2 7.3
AXP
$341.25
Financial		 22.9
Fwd: 19.6		 1.84 1.83
7.2		 33.7%
13.2%		 $27.50
8.1%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 6.2 9.5 7.0 6.2 7.2
ATKR
$64.65
Industrials		 20.8
Fwd: 11.9		 N/A 0.64
3.1		 7.3%
3.8%		 $7.76
12.0%		 10.8% 35.0% EPS: -78.2% | Sales: -12.1% 6.7 8.4 7.2 6.1 7.2
FITB
$41.12
Financial		 12.3
Fwd: 11.7		 0.81 0.90
0.2		 11.5%
16.0%		 $4.31
10.5%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 9.3 4.8 3.8 7.2
CPNG
$27.81
Consumer Cyclical		 131.6
Fwd: 50.7		 1.02 1.04
1.1		 8.7%
1.2%		 $0.69
2.5%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 7.5 6.7 5.7 7.2
INTU
$645.98
Technology		 47.1
Fwd: 24.6		 3.35 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.8 9.3 7.2 8.9 7.1
USLM
$116.64
Basic Materials		 25.6
Fwd: 24.1		 2.25 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.0 7.7 9.1 7.0 7.1
MNST
$71.84
Consumer Defensive		 40.9
Fwd: 32.3		 2.69 0.00
3.2		 25.5%
21.6%		 $2.03
2.8%		 12.3% 8.0% EPS: +12.8% | Sales: +7.6% 4.5 9.2 8.4 7.5 7.1
V
$325.75
Financial		 32.2
Fwd: 22.6		 2.60 0.69
1.1		 51.5%
49.6%		 $11.27
3.5%		 12.9% 16.5% EPS: +2.8% | Sales: +11.3% 4.2 8.9 8.8 6.1 7.1
TXRH
$169.71
Consumer Cyclical		 25.9
Fwd: 25.5		 3.13 0.64
0.4		 31.6%
7.5%		 $5.15
3.0%		 14.3% 21.3% EPS: +12.4% | Sales: +14.4% 5.0 5.8 9.1 7.8 7.1
AMAT
$228.71
Technology		 26.4
Fwd: 20.4		 3.35 0.32
2.6		 35.5%
24.7%		 $7.15
3.1%		 10.5% 17.2% EPS: +0.5% | Sales: +4.5% 5.0 8.3 7.5 6.9 7.0
ABT
$130.03
Healthcare		 16.3
Fwd: 22.9		 1.57 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 6.5 7.0 6.0 7.0
DIS
$105.69
Communication Services		 15.4
Fwd: 14.3		 1.32 0.41
0.7		 11.8%
13.2%		 $5.65
5.3%		 7.7% N/A EPS: +152.3% | Sales: +3.6% 8.2 7.9 6.2 5.2 7.0
IR
$73.67
Industrials		 54.6
Fwd: 20.6		 9.22 0.48
2.2		 5.3%
7.3%		 $3.16
4.3%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 4.0 8.9 8.4 7.0 7.0
PLTR
$171.25
Technology		 400.5
Fwd: 173.1		 8.10 0.04
6.4		 19.8%
28.1%		 $0.75
0.4%		 31.0% N/A EPS: +116.3% | Sales: +47.2% 1.8 9.9 8.5 6.9 7.0
CMI
$455.98
Industrials		 23.7
Fwd: 17.7		 1.87 0.68
1.8		 23.8%
7.9%		 $16.50
3.6%		 7.7% 14.4% EPS: +27.4% | Sales: -1.8% 7.9 6.6 6.6 5.5 7.0
ETSY
$54.62
Consumer Cyclical		 38.2
Fwd: 21.4		 4.43 N/A
3.2		 N/A
6.4%		 $6.43
11.8%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 7.5 8.7 8.4 7.0
FICO
$1760.25
Technology		 66.3
Fwd: 35.2		 2.66 N/A
0.8		 N/A
32.8%		 $31.19
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.0 7.5 7.6 8.2 7.0
FISV
$62.70
Technology		 9.7
Fwd: 7.4		 6.55 1.21
1.1		 13.6%
17.1%		 $8.62
13.8%		 15.0% 25.8% EPS: +24.9% | Sales: +5.2% 4.1 7.4 8.1 8.0 6.9
GDDY
$125.19
Technology		 21.6
Fwd: 17.5		 2.00 42.17
0.6		 369.4%
17.0%		 $11.38
9.1%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.6 4.6 7.3 7.3 6.8
AZO
$3855.26
Consumer Cyclical		 26.6
Fwd: 21.1		 2.19 N/A
0.9		 N/A
13.2%		 $107.63
2.8%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 4.5 7.5 7.3 6.8
BKNG
$4804.01
Consumer Cyclical		 31.2
Fwd: 18.1		 1.77 N/A
1.3		 N/A
19.4%		 $258.00
5.4%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 7.8 5.7 6.9 6.8
MRVL
$83.45
Technology		 N/A
Fwd: 24.8		 N/A 0.38
1.9		 -0.8%
-1.4%		 $1.78
2.1%		 16.4% N/A EPS: +89.4% | Sales: +37.0% 6.1 7.1 7.0 6.5 6.8
GILD
$124.09
Healthcare		 19.2
Fwd: 14.3		 0.73 1.16
1.4		 40.5%
27.9%		 $7.39
6.0%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.8% 9.5 7.3 5.0 4.5 6.8
ELF
$72.79
Consumer Defensive		 51.6
Fwd: 20.7		 5.84 0.81
2.7		 8.8%
5.9%		 $2.38
3.3%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 8.0 8.7 8.2 6.8
WING
$227.29
Consumer Cyclical		 37.1
Fwd: 47.7		 2.08 N/A
4.0		 N/A
25.5%		 $2.25
1.0%		 25.7% 39.9% EPS: +79.0% | Sales: +15.6% 5.6 2.4 9.2 9.4 6.8
SHOP
$139.93
Technology		 102.5
Fwd: 77.0		 4.83 0.09
3.9		 15.7%
16.6%		 $1.45
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 9.0 8.3 5.9 6.7
PWR
$426.87
Industrials		 63.3
Fwd: 34.3		 3.69 0.72
1.3		 13.2%
3.7%		 $8.39
2.0%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.9 8.1 8.2 7.7 6.7
GWW
$923.47
Industrials		 25.8
Fwd: 21.1		 3.58 0.76
2.7		 49.0%
9.8%		 $25.91
2.8%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 5.6 8.6 7.9 6.7
SNPS
$390.24
Technology		 30.6
Fwd: 28.0		 3.35 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 6.2 7.7 9.2 6.7
IDXX
$669.00
Healthcare		 53.0
Fwd: 46.3		 3.42 0.71
1.1		 64.6%
24.6%		 $12.07
1.8%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 7.8 8.2 7.7 6.7
CHTR
$201.84
Communication Services		 5.6
Fwd: 4.7		 0.48 6.24
0.4		 34.8%
9.3%		 $16.96
8.4%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 8.8 1.7 7.5 6.0 6.7
WPM
$102.28
Basic Materials		 46.4
Fwd: 31.4		 1.35 0.00
8.1		 13.1%
54.7%		 $1.53
1.5%		 8.3% 43.3% EPS: +64.1% | Sales: +50.3% 6.1 7.1 7.9 0.5 6.7
ILMN
$120.08
Healthcare		 26.9
Fwd: 23.9		 2.44 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 6.3 7.6 6.7 4.8 6.7
TT
$413.78
Industrials		 31.8
Fwd: 27.9		 2.23 0.55
1.2		 37.1%
13.9%		 $11.51
2.8%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 7.1 7.3 7.0 6.7
ULTA
$509.57
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 6.2 8.1 6.9 6.6
WST
$262.41
Healthcare		 38.9
Fwd: 33.7		 4.20 0.10
2.9		 16.9%
16.3%		 $5.27
2.0%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 8.5 7.7 7.0 6.6
SBUX
$83.69
Consumer Cyclical		 51.4
Fwd: 27.6		 2.81 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 5.8 7.2 6.8 7.3 6.6
LOW
$225.00
Consumer Cyclical		 18.5
Fwd: 17.0		 2.93 N/A
1.1		 N/A
8.2%		 $13.71
6.1%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 7.1 7.0 5.4 6.5
PH
$820.97
Industrials		 29.2
Fwd: 24.9		 3.13 0.75
1.1		 27.3%
18.2%		 $26.83
3.3%		 7.7% 23.9% EPS: +26.7% | Sales: +0.2% 4.3 7.2 8.0 6.5 6.5
ZTS
$118.80
Healthcare		 20.0
Fwd: 17.4		 2.53 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 6.3 7.0 7.7 6.5
MA
$536.85
Financial		 34.3
Fwd: 28.1		 2.28 2.40
1.1		 185.7%
45.2%		 $18.73
3.5%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.8 7.0 6.7 6.5
AVGO
$342.65
Technology		 87.5
Fwd: 36.7		 2.45 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 5.3 7.8 6.5 7.2 6.5
COST
$912.59
Consumer Defensive		 50.1
Fwd: 41.3		 4.74 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.1 9.8 8.9 6.5
ESTC
$87.44
Technology		 N/A
Fwd: 32.4		 N/A 0.61
2.0		 -9.7%
-5.4%		 $2.96
3.4%		 28.2% 13.2% EPS: -229.0% | Sales: +17.4% 6.0 6.7 6.7 6.3 6.5
VICI
$30.13
Real Estate		 11.5
Fwd: 10.6		 2.54 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 4.7 8.9 7.1 6.4
JKHY
$163.64
Technology		 24.9
Fwd: 23.4		 3.68 0.03
1.3		 23.4%
19.9%		 $8.23
5.0%		 7.0% 10.1% EPS: +20.4% | Sales: +7.8% 4.7 9.9 5.8 7.0 6.4
DOCU
$64.67
Technology		 48.8
Fwd: 16.0		 5.51 0.06
0.7		 14.2%
9.1%		 $4.65
7.2%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 9.7 6.3 6.5 6.4
SPGI
$488.95
Financial		 35.5
Fwd: 24.7		 2.94 0.36
1.0		 12.6%
28.1%		 $18.04
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.5 9.1 6.3 8.3 6.4
CTAS
$183.76
Industrials		 40.8
Fwd: 34.2		 3.87 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 7.3 7.8 7.6 6.4
ROL
$57.96
Consumer Cyclical		 54.4
Fwd: 46.0		 4.21 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.5 8.2 7.4 6.4
EPAM
$177.78
Technology		 27.1
Fwd: 14.2		 3.10 0.04
3.0		 10.2%
7.0%		 $8.31
4.7%		 15.6% 11.6% EPS: -15.5% | Sales: +14.3% 5.0 9.6 5.5 8.2 6.4
CELH
$40.16
Consumer Defensive		 441.8
Fwd: 26.5		 7.27 0.29
1.8		 3.1%
1.1%		 $2.03
5.1%		 78.3% 54.3% EPS: -87.0% | Sales: +55.1% 3.2 8.3 8.4 6.4 6.3
MS
$159.45
Financial		 16.4
Fwd: 15.2		 1.24 3.92
1.6		 15.2%
13.8%		 $6.51
4.1%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 7.0 5.1 3.9 6.3
DKS
$208.98
Consumer Cyclical		 14.6
Fwd: 13.7		 2.85 1.37
1.7		 37.4%
8.5%		 $5.18
2.5%		 9.0% 33.3% EPS: +4.6% | Sales: +2.7% 5.8 2.1 8.3 6.9 6.3
XYL
$140.99
Industrials		 36.3
Fwd: 25.3		 2.75 0.19
2.0		 8.7%
10.7%		 $3.80
2.7%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 5.3 7.7 6.3 6.3 6.3
ICE
$150.33
Financial		 27.4
Fwd: 20.1		 2.43 0.68
1.0		 11.3%
26.6%		 $7.88
5.2%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 9.1 5.3 6.9 6.3
O
$57.00
Real Estate		 53.3
Fwd: 36.6		 2.87 0.74
2.2		 2.5%
17.1%		 $3.96
6.9%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 4.5 8.9 6.2 7.9 6.2
AAPL
$267.46
Technology		 35.9
Fwd: 29.5		 3.60 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 6.3 7.0 5.3 6.2
ON
$46.02
Technology		 60.0
Fwd: 15.8		 68.24 0.46
5.2		 3.9%
5.2%		 $3.40
7.4%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 8.7 6.5 4.0 6.2
TDG
$1335.77
Industrials		 41.6
Fwd: 29.0		 3.29 N/A
3.2		 N/A
21.1%		 $32.24
2.4%		 11.6% 31.1% EPS: +25.4% | Sales: +11.3% 4.1 6.2 7.9 6.3 6.2
FSLR
$253.54
Technology		 19.5
Fwd: 11.3		 0.60 0.10
1.9		 16.9%
27.7%		 $5.73
2.3%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.8 4.3 4.6 6.2
DAL
$55.76
Industrials		 7.9
Fwd: 7.7		 0.79 1.11
0.4		 28.5%
7.4%		 $4.71
8.4%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 4.7 4.7 4.5 6.2
TMO
$567.16
Healthcare		 32.8
Fwd: 23.1		 4.40 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 7.5 7.0 6.9 6.2
IQV
$216.12
Healthcare		 29.7
Fwd: 16.7		 3.41 2.47
0.7		 19.6%
8.1%		 $12.98
6.0%		 6.8% 50.9% EPS: -4.7% | Sales: +3.9% 4.8 5.2 7.6 6.2 6.2
CINF
$161.44
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.90
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 9.6 4.2 7.1 6.2
CTSH
$71.17
Technology		 16.5
Fwd: 12.7		 1.90 0.08
2.4		 14.5%
10.2%		 $5.49
7.7%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 9.7 4.0 5.8 6.2
ICLR
$156.49
Healthcare		 21.2
Fwd: 11.6		 9.57 0.38
1.1		 6.3%
7.4%		 $12.49
8.0%		 24.2% 6.5% EPS: -17.9% | Sales: -2.5% 4.1 9.1 6.0 7.9 6.2
RSG
$209.81
Industrials		 31.2
Fwd: 28.7		 3.92 1.14
0.6		 18.2%
12.8%		 $8.17
3.9%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.3 7.2 7.2 6.3 6.2
BR
$224.77
Technology		 28.7
Fwd: 21.9		 2.96 1.32
0.9		 38.2%
13.1%		 $11.03
4.9%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 7.1 5.8 7.1 6.2
NDAQ
$85.70
Financial		 30.6
Fwd: 22.6		 2.15 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 6.0 9.0 4.8 5.4 6.2
PSA
$270.27
Real Estate		 28.1
Fwd: 26.1		 30.86 1.08
1.7		 20.0%
35.4%		 $16.69
6.2%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 8.1 8.3 6.8 6.2
ISRG
$546.71
Healthcare		 72.4
Fwd: 56.5		 4.84 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.7 7.3 6.0 6.2
ADP
$250.90
Technology		 24.8
Fwd: 20.9		 2.62 1.55
1.1		 70.6%
19.8%		 $11.37
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 7.0 5.9 7.3 6.1
DPZ
$404.63
Consumer Cyclical		 23.6
Fwd: 20.7		 2.77 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 6.8 6.1 6.9 6.1
GD
$341.78
Industrials		 22.1
Fwd: 19.9		 1.96 0.40
1.4		 17.8%
8.2%		 $17.81
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 8.7 4.2 5.8 6.1
HLT
$266.05
Consumer Cyclical		 38.5
Fwd: 29.3		 2.84 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 5.0 7.6 6.2 6.5 6.1
CPAY
$274.18
Technology		 18.6
Fwd: 11.0		 1.24 1.99
1.1		 29.4%
24.4%		 $16.34
6.0%		 8.4% 7.0% EPS: +4.5% | Sales: +11.3% 8.8 6.4 4.5 6.6 6.1
BABA
$157.71
Consumer Cyclical		 18.4
Fwd: 16.5		 2.13 0.23
1.4		 15.2%
14.8%		 $4.78
3.0%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 6.8 4.8 5.9 7.7 6.1
MAR
$282.89
Consumer Cyclical		 29.9
Fwd: 25.0		 2.83 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.8 4.7 6.9 5.5 6.1
LIN
$417.85
Basic Materials		 28.0
Fwd: 23.4		 3.46 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.4 6.5 7.6 5.5 6.1
SAP
$238.90
Technology		 35.8
Fwd: 28.6		 1.27 0.21
1.1		 16.3%
19.5%		 $6.33
2.6%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 8.2 8.7 4.4 0.5 6.1
POOL
$237.84
Industrials		 21.7
Fwd: 20.5		 4.55 1.01
2.6		 29.2%
7.8%		 $10.59
4.5%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.3 7.3 6.4 6.0
PANW
$202.90
Technology		 126.8
Fwd: 47.0		 9.41 0.05
0.9		 17.4%
12.3%		 $5.07
2.5%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 9.7 5.8 8.2 6.0
FROG
$56.87
Technology		 N/A
Fwd: 64.6		 N/A 0.01
2.1		 -9.9%
-15.9%		 $1.19
2.1%		 32.5% -60.3% EPS: -32.5% | Sales: +22.7% 4.7 7.5 6.0 6.5 6.0
ETN
$342.75
Industrials		 34.3
Fwd: 24.9		 2.68 0.60
1.3		 20.7%
14.7%		 $8.55
2.5%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 5.0 6.5 6.6 4.3 5.9
TRMB
$75.55
Technology		 51.4
Fwd: 21.9		 4.52 0.24
1.0		 6.1%
9.9%		 $1.32
1.8%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 8.4 6.0 5.6 5.9
BSX
$101.76
Healthcare		 54.4
Fwd: 29.3		 3.37 0.51
1.5		 12.7%
14.4%		 $2.58
2.5%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.6 8.7 5.4 6.1 5.9
TECH
$58.61
Healthcare		 119.8
Fwd: 26.5		 11.75 0.20
4.2		 3.8%
6.4%		 $1.44
2.5%		 10.6% -20.6% EPS: -48.2% | Sales: +3.9% 3.7 9.3 5.5 7.8 5.9
MLM
$589.97
Basic Materials		 31.1
Fwd: 27.2		 2.68 0.61
3.0		 11.6%
17.3%		 $16.70
2.8%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.7 6.9 6.4 6.8 5.9
SLB
$35.80
Energy		 13.8
Fwd: 12.2		 N/A 0.50
1.4		 15.5%
10.3%		 $2.73
7.6%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 8.0 4.8 3.8 5.9
CHD
$83.02
Consumer Defensive		 26.1
Fwd: 22.2		 5.12 0.57
1.1		 18.6%
12.7%		 $4.26
5.1%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 8.7 5.6 7.2 5.8
TYL
$463.05
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 9.5 5.5 7.5 5.8
AWI
$179.87
Industrials		 25.8
Fwd: 21.3		 1.77 0.56
1.5		 38.0%
19.1%		 $5.60
3.1%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 6.8 4.2 6.0 5.8
XOM
$117.68
Energy		 17.1
Fwd: 15.9		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.8 7.5 6.2 3.8 5.8
COF
$201.01
Financial		 85.2
Fwd: 9.7		 3.91 0.45
2.1		 1.5%
1.7%		 $32.79
16.3%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.8 9.4 4.7 6.0 5.8
WDAY
$224.95
Technology		 104.0
Fwd: 21.2		 4.86 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 8.7 5.3 8.4 5.8
AME
$191.19
Industrials		 30.2
Fwd: 24.0		 3.80 0.26
1.2		 14.6%
20.5%		 $7.13
3.7%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.9 8.4 5.3 4.9 5.8
GGG
$79.28
Industrials		 27.1
Fwd: 24.9		 3.56 0.02
3.2		 19.4%
22.7%		 $3.76
4.7%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.3 9.5 5.1 6.3 5.8
ORLY
$99.56
Consumer Cyclical		 34.5
Fwd: 30.0		 3.30 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 4.2 7.5 8.2 5.8
DDOG
$180.26
Technology		 610.6
Fwd: 78.0		 38.19 0.37
3.6		 3.5%
3.3%		 $2.68
1.5%		 49.2% N/A EPS: -46.1% | Sales: +26.6% 2.0 9.1 6.2 6.5 5.8
LHX
$287.69
Industrials		 30.9
Fwd: 23.2		 11.03 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 7.3 6.2 6.9 5.8
CDNS
$311.29
Technology		 80.3
Fwd: 38.6		 5.00 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 8.7 5.4 8.8 5.7
CHKP
$192.10
Technology		 21.1
Fwd: 18.2		 2.54 0.00
1.2		 34.2%
37.6%		 $10.93
5.7%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.8 9.8 4.0 5.2 5.7
MCO
$472.12
Financial		 38.0
Fwd: 29.0		 2.83 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.8 5.2 6.8 5.7
TDY
$499.55
Technology		 28.9
Fwd: 21.1		 3.24 0.24
1.8		 8.1%
13.6%		 $22.11
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 5.0 9.4 4.2 7.0 5.7
MKTX
$173.46
Financial		 29.5
Fwd: 21.2		 3.61 0.05
2.2		 15.9%
26.0%		 $9.31
5.4%		 9.8% 6.2% EPS: -20.3% | Sales: +4.0% 3.9 9.4 5.0 6.6 5.6
EXR
$130.55
Real Estate		 29.2
Fwd: 26.8		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 8.0 5.5 8.3 5.6
TSLA
$408.92
Consumer Cyclical		 273.2
Fwd: 184.2		 30.49 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 9.0 6.7 7.5 5.6
BLK
$1023.80
Financial		 26.6
Fwd: 18.9		 2.20 0.27
4.0		 12.6%
25.9%		 $24.65
2.4%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 7.2 4.7 6.3 5.6
HOLX
$74.14
Healthcare		 29.9
Fwd: 14.8		 3.54 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.5 9.0 4.8 4.6 5.6
AXON
$543.23
Industrials		 172.0
Fwd: 71.5		 9.78 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 5.1 8.8 4.6 5.6
FIS
$63.93
Technology		 201.3
Fwd: 10.1		 20.61 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 7.8 5.5 3.9 5.5
EXAS
$67.15
Healthcare		 N/A
Fwd: 219.6		 N/A 1.01
2.7		 -34.5%
-32.0%		 $1.30
1.9%		 25.8% -54.2% EPS: -353.7% | Sales: +14.5% 4.3 5.0 6.5 6.2 5.5
ENPH
$27.53
Technology		 19.1
Fwd: 13.1		 10.76 1.24
2.0		 20.3%
12.9%		 $1.66
6.0%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 7.3 5.3 6.7 5.5
VRSK
$219.10
Industrials		 33.5
Fwd: 28.6		 3.79 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 3.9 7.5 5.0 5.5
JNJ
$199.58
Healthcare		 19.3
Fwd: 17.3		 2.59 0.58
1.1		 33.6%
27.3%		 $8.13
4.1%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 5.6 8.1 4.2 5.7 5.5
CSGP
$67.00
Real Estate		 1303.5
Fwd: 47.0		 37.16 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 9.6 6.2 8.4 5.5
SBAC
$195.78
Real Estate		 24.6
Fwd: 22.2		 2.86 N/A
0.5		 N/A
30.7%		 $3.60
1.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 2.3 8.4 3.4 5.5
VMC
$280.08
Basic Materials		 33.3
Fwd: 28.5		 2.33 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 5.0 7.3 4.7 6.9 5.5
RTX
$175.63
Industrials		 36.1
Fwd: 25.8		 3.62 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.4 6.0 5.8 6.3 5.4
YUM
$148.03
Consumer Cyclical		 28.8
Fwd: 22.2		 2.53 N/A
1.7		 N/A
17.9%		 $5.63
3.8%		 6.2% 4.8% EPS: -4.3% | Sales: +11.6% 5.8 6.5 4.6 5.9 5.4
CME
$279.13
Financial		 27.1
Fwd: 24.1		 4.19 0.13
1.0		 13.3%
58.1%		 $11.32
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 8.8 6.2 5.9 5.4
HEI
$310.88
Industrials		 68.1
Fwd: 58.4		 3.91 0.59
3.4		 16.7%
15.0%		 $6.48
2.1%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 2.8 8.9 5.5 7.2 5.4
ROP
$443.88
Technology		 30.6
Fwd: 20.5		 3.53 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 5.0 8.7 4.3 3.5 5.3
NKE
$62.90
Consumer Cyclical		 32.2
Fwd: 25.2		 2.69 0.82
2.2		 21.1%
6.2%		 $2.04
3.2%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.8 6.7 4.2 6.5 5.3
FAST
$39.70
Industrials		 37.2
Fwd: 32.6		 3.75 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 6.9 5.3 8.5 5.3
EW
$84.74
Healthcare		 36.1
Fwd: 29.5		 3.67 0.07
4.0		 13.6%
23.5%		 $1.39
1.6%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.6 7.5 4.7 4.3 5.2
MSI
$377.69
Technology		 30.3
Fwd: 23.2		 3.62 4.27
1.0		 115.8%
18.7%		 $14.49
3.8%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.2 5.8 6.3 5.2
ROK
$370.10
Industrials		 48.3
Fwd: 27.2		 3.56 1.00
1.1		 24.2%
10.4%		 $12.09
3.3%		 5.7% -2.6% EPS: -7.5% | Sales: +1.0% 4.1 7.8 5.0 4.7 5.2
DHR
$220.44
Healthcare		 45.4
Fwd: 26.2		 6.10 0.36
1.5		 6.8%
14.4%		 $7.10
3.2%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 9.1 4.3 5.5 5.2
GATX
$152.69
Industrials		 17.9
Fwd: 15.7		 1.90 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.7 4.7 4.5 5.2
QCOM
$166.75
Technology		 34.1
Fwd: 13.2		 14.57 0.74
2.8		 23.3%
12.5%		 $11.97
7.2%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 8.5 4.5 5.7 5.2
PAYX
$110.48
Technology		 24.8
Fwd: 18.8		 3.21 1.26
1.3		 41.3%
27.9%		 $5.04
4.6%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 7.3 4.1 8.1 5.2
UNP
$221.00
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 4.8 4.9 2.5 5.2
ABBV
$234.00
Healthcare		 176.6
Fwd: 16.4		 10.93 N/A
0.7		 138.5%
3.9%		 $11.14
4.8%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 6.5 5.5 5.8 5.2
NOC
$563.03
Industrials		 20.2
Fwd: 19.5		 3.29 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 5.0 2.6 6.5 6.0 5.2
EA
$200.77
Communication Services		 58.7
Fwd: 21.7		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 9.3 4.4 5.0 5.2
ATEN
$16.84
Technology		 24.7
Fwd: 17.8		 3.63 1.11
3.6		 23.9%
17.8%		 $1.00
6.0%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.8 7.5 4.5 3.1 5.1
VRSN
$250.19
Technology		 29.1
Fwd: 25.5		 3.39 N/A
0.5		 N/A
49.9%		 $10.84
4.3%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.8 7.6 4.3 4.9 5.1
SYK
$360.13
Healthcare		 47.3
Fwd: 24.1		 4.24 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 8.2 4.8 3.8 5.1
IEX
$162.76
Industrials		 25.7
Fwd: 19.6		 5.77 0.48
2.9		 12.2%
14.0%		 $7.80
4.8%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 8.7 4.3 5.0 5.1
LMT
$470.78
Industrials		 26.3
Fwd: 16.0		 2.21 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 6.5 4.4 4.2 6.2 5.1
A
$144.52
Healthcare		 33.9
Fwd: 24.0		 4.31 0.54
2.2		 19.9%
18.0%		 $3.84
2.7%		 4.8% 5.6% EPS: -11.5% | Sales: +4.5% 4.0 8.1 4.2 5.7 5.1
CMCSA
$27.22
Communication Services		 4.5
Fwd: 6.5		 2.95 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.8 7.2 3.7 5.7 5.0
EMR
$126.93
Industrials		 31.4
Fwd: 17.9		 3.69 0.68
0.9		 10.9%
12.7%		 $4.75
3.7%		 1.4% 4.5% EPS: +18.1% | Sales: +3.0% 4.8 7.8 4.0 4.2 5.0
AMT
$180.47
Real Estate		 28.8
Fwd: 26.1		 1.93 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.1 3.8 4.8 3.6 5.0
COP
$88.72
Energy		 12.6
Fwd: 14.0		 7.34 0.36
1.3		 15.4%
14.8%		 $5.73
6.5%		 11.0% 4.1% EPS: -16.1% | Sales: +8.4% 3.9 7.3 4.6 6.1 5.0
WM
$207.97
Industrials		 32.8
Fwd: 25.0		 3.48 2.45
0.8		 29.3%
10.3%		 $5.96
2.9%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.4 3.5 6.0 5.2 5.0
KMI
$27.14
Energy		 22.2
Fwd: 19.8		 2.55 1.06
0.6		 8.9%
16.6%		 $1.12
4.1%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.9 5.9 4.8 2.8 5.0
TXN
$154.99
Technology		 28.3
Fwd: 25.5		 2.29 0.84
4.5		 29.6%
29.1%		 $2.29
1.5%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 5.0 4.2 3.3 4.9
APD
$253.09
Basic Materials		 N/A
Fwd: 18.2		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -110.3% | Sales: -0.5% 5.2 5.0 4.7 3.2 4.9
CAT
$552.05
Industrials		 28.3
Fwd: 24.9		 4.27 2.01
1.4		 46.3%
14.3%		 $16.16
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.4 3.4 6.8 4.1 4.9
ECL
$255.46
Basic Materials		 36.7
Fwd: 30.1		 2.78 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 4.5 6.0 4.8 3.1 4.9
MCD
$304.90
Consumer Cyclical		 26.0
Fwd: 23.0		 3.74 N/A
1.0		 N/A
32.0%		 $10.35
3.4%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 5.5 4.8 5.5 4.9
MDT
$96.28
Healthcare		 26.6
Fwd: 15.8		 4.53 0.60
2.0		 9.7%
13.6%		 $4.13
4.3%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 8.1 4.0 4.4 4.9
QSR
$68.06
Consumer Cyclical		 24.3
Fwd: 17.0		 2.59 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.7 3.0 4.8 6.0 4.8
ROST
$159.41
Consumer Cyclical		 25.3
Fwd: 23.1		 4.24 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 5.9 5.0 5.1 4.8
KEYS
$175.51
Technology		 55.9
Fwd: 22.5		 4.53 0.49
3.6		 10.0%
10.4%		 $8.23
4.7%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 8.8 3.5 5.8 4.8
TJX
$145.18
Consumer Cyclical		 33.1
Fwd: 28.6		 3.45 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 5.0 5.0 4.9 4.8
TRI
$137.14
Industrials		 35.3
Fwd: 30.7		 3.50 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 4.0 8.1 4.2 0.5 4.8
SHW
$326.81
Basic Materials		 31.9
Fwd: 26.0		 4.11 3.25
0.8		 59.9%
11.1%		 $9.79
3.0%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 3.5 6.8 6.5 4.6
ENB
$47.75
Energy		 26.2
Fwd: 21.3		 3.71 1.59
0.8		 9.0%
8.7%		 $1.61
3.4%		 0.9% -3.0% EPS: -15.1% | Sales: +29.3% 4.4 5.4 4.7 2.9 4.6
UPS
$94.19
Industrials		 14.6
Fwd: 13.1		 12.65 1.85
1.3		 33.7%
6.2%		 $5.18
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 4.6 4.9 5.8 4.6
UL
$59.21
Consumer Defensive		 24.3
Fwd: 16.4		 3.27 1.80
0.8		 28.4%
9.3%		 $2.75
4.6%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.8 6.2 3.6 0.5 4.5
DLR
$157.70
Real Estate		 40.7
Fwd: 96.3		 4.51 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 6.2 6.0 5.8 4.5
ORCL
$219.86
Technology		 50.9
Fwd: 27.5		 2.33 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 6.4 2.2 4.3 5.9 4.5
HON
$196.08
Industrials		 20.7
Fwd: 19.1		 3.32 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 4.3 4.2 3.9 4.5
BRK-B
$503.26
Financial		 16.1
Fwd: 23.3		 47.33 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 7.0 3.8 6.0 4.4
PEP
$147.83
Consumer Defensive		 28.1
Fwd: 17.2		 8.06 2.62
0.9		 37.2%
7.8%		 $4.96
3.4%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 2.5 5.9 6.4 4.4
HD
$358.03
Consumer Cyclical		 24.3
Fwd: 22.1		 4.72 5.75
1.1		 193.9%
8.9%		 $14.30
4.0%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 2.7 5.1 5.8 4.3
WMT
$102.95
Consumer Defensive		 38.8
Fwd: 34.9		 4.16 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 3.4 5.8 6.8 4.2
MKC
$64.57
Consumer Defensive		 22.3
Fwd: 20.3		 4.10 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 4.0 4.2 6.5 4.2
ITW
$241.41
Industrials		 23.4
Fwd: 21.6		 33.95 2.79
1.5		 91.7%
19.1%		 $9.81
4.1%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 3.7 4.4 4.1 4.1
KO
$70.68
Consumer Defensive		 23.4
Fwd: 22.0		 3.76 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 2.1 4.1 6.3 4.0
PAYC
$164.09
Technology		 20.4
Fwd: 16.3		 1.89 0.05
1.1		 28.6%
22.6%		 $7.01
4.3%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 10.0 8.0 9.8 9.8
ADBE
$325.07
Technology		 20.2
Fwd: 13.9		 1.58 0.56
1.0		 52.9%
30.0%		 $22.92
7.1%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 10.0 9.0 9.2 9.7
EXEL
$42.42
Healthcare		 17.9
Fwd: 13.1		 0.53 0.08
3.8		 30.6%
29.6%		 $2.91
6.9%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 10.0 8.8 8.2 9.7
DECK
$80.72
Consumer Cyclical		 12.0
Fwd: 11.8		 1.70 0.14
3.1		 43.3%
19.4%		 $6.72
8.3%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 10.0 9.1 9.5 9.6
ASML
$1020.00
Technology		 38.2
Fwd: 33.6		 1.69 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 10.0 8.4 9.1 9.6
NVDA
$186.60
Technology		 53.1
Fwd: 27.5		 1.28 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.6 10.0 8.5 8.9 9.6
APPF
$238.28
Technology		 42.8
Fwd: 37.4		 1.86 0.08
2.9		 44.7%
22.5%		 $5.89
2.5%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.7 10.0 9.4 9.3 9.6
ODD
$37.20
Consumer Defensive		 20.8
Fwd: 16.7		 1.14 0.07
6.3		 30.4%
14.7%		 $2.33
6.3%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.9 10.0 10.0 7.9 9.6
DUOL
$178.27
Technology		 22.7
Fwd: 40.8		 0.55 0.07
2.8		 36.2%
40.0%		 $7.69
4.3%		 60.3% N/A EPS: +318.8% | Sales: +39.9% 8.9 10.0 8.2 7.5 9.5
GOOGL
$285.02
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 10.0 7.5 8.6 9.5
RMD
$244.71
Healthcare		 25.0
Fwd: 20.2		 2.20 0.14
2.9		 25.4%
27.4%		 $12.11
5.0%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 10.0 9.0 9.1 9.5
PGR
$225.35
Financial		 12.3
Fwd: 13.8		 2.34 0.19
0.7		 34.2%
12.6%		 $29.08
12.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 10.0 9.5 9.4 9.4
CPRX
$22.56
Healthcare		 13.2
Fwd: 12.6		 1.12 0.00
6.6		 27.5%
37.6%		 $1.91
8.5%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.8 10.0 9.2 6.8 9.4
MEDP
$585.76
Healthcare		 41.0
Fwd: 35.2		 2.95 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 5.2 10.0 10.0 9.3 9.4
DOCS
$47.07
Healthcare		 37.5
Fwd: 27.4		 3.47 0.01
7.8		 24.6%
40.7%		 $1.66
3.5%		 37.4% 79.5% EPS: +44.1% | Sales: +20.2% 4.6 10.0 9.8 N/A 9.3
PCTY
$145.32
Technology		 36.4
Fwd: 17.8		 3.65 0.12
1.0		 20.4%
13.8%		 $7.33
5.0%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.8 10.0 9.3 9.1 9.3
NSSC
$40.22
Industrials		 32.8
Fwd: 26.2		 1.96 0.03
7.1		 25.0%
23.8%		 $1.44
3.6%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 6.5 10.0 8.9 7.9 9.2
PINS
$25.52
Communication Services		 8.8
Fwd: 13.0		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.5%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 10.0 7.0 5.9 9.2
QLYS
$139.46
Technology		 27.0
Fwd: 18.8		 3.10 0.10
1.4		 38.6%
29.0%		 $7.57
5.4%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 5.0 10.0 9.2 7.8 9.2
CARG
$34.97
Consumer Cyclical		 23.7
Fwd: 13.7		 1.14 0.51
2.7		 35.4%
16.4%		 $2.64
7.5%		 8.7% -11.9% EPS: +427.1% | Sales: +4.2% 9.1 10.0 7.0 5.2 9.2
ANET
$127.26
Technology		 48.4
Fwd: 37.9		 2.29 0.00
3.2		 31.7%
39.7%		 $3.21
2.5%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 10.0 9.7 6.6 9.1
JKHY
$163.64
Technology		 24.9
Fwd: 23.4		 3.68 0.03
1.3		 23.4%
19.9%		 $8.23
5.0%		 7.0% 10.1% EPS: +20.4% | Sales: +7.8% 4.7 10.0 7.2 7.0 9.0
DT
$45.15
Technology		 27.1
Fwd: 24.5		 1.77 0.03
1.5		 20.6%
27.3%		 $1.58
3.5%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.8 9.4 7.8 7.6 9.0
META
$602.01
Communication Services		 26.6
Fwd: 20.2		 2.24 0.26
2.0		 32.6%
30.9%		 $17.79
3.0%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 9.6 7.8 8.4 9.0
MNST
$71.84
Consumer Defensive		 40.9
Fwd: 32.3		 2.69 0.00
3.2		 25.5%
21.6%		 $2.03
2.8%		 12.3% 8.0% EPS: +12.8% | Sales: +7.6% 4.5 10.0 8.2 7.5 9.0
PYPL
$61.89
Financial		 12.4
Fwd: 10.6		 1.00 0.60
1.3		 24.4%
14.9%		 $5.95
9.6%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 9.2 8.0 8.0 9.0
MSFT
$507.49
Technology		 36.1
Fwd: 27.1		 2.02 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 9.1 7.4 9.1 8.9
ACAD
$24.01
Healthcare		 15.4
Fwd: 32.5		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
4.9%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 10.0 7.7 5.7 8.9
ABNB
$117.60
Consumer Cyclical		 27.8
Fwd: 22.8		 1.82 0.26
1.4		 30.8%
21.9%		 $7.37
6.3%		 18.2% N/A EPS: +47.2% | Sales: +10.6% 7.3 10.0 9.2 5.1 8.9
CHKP
$192.10
Technology		 21.1
Fwd: 18.2		 2.54 0.00
1.2		 34.2%
37.6%		 $10.93
5.7%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.8 10.0 6.4 5.2 8.9
QFIN
$22.21
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 9.2 7.5 7.4 8.8
MANH
$170.94
Technology		 48.5
Fwd: 31.5		 5.47 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 10.0 9.2 6.1 8.8
INTU
$645.98
Technology		 47.1
Fwd: 24.6		 3.35 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.8 9.3 8.1 8.9 8.8
LRN
$62.74
Consumer Defensive		 9.7
Fwd: 8.0		 0.76 0.38
6.8		 23.0%
12.8%		 $8.61
13.7%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 9.4 9.6 4.7 8.7
LRCX
$147.46
Technology		 32.5
Fwd: 26.4		 2.21 0.44
2.2		 62.3%
29.7%		 $4.42
3.0%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.8 8.3 4.9 8.7
PLTR
$171.25
Technology		 400.5
Fwd: 173.1		 8.10 0.04
6.4		 19.8%
28.1%		 $0.75
0.4%		 31.0% N/A EPS: +116.3% | Sales: +47.2% 1.8 10.0 8.6 6.9 8.7
V
$325.75
Financial		 32.2
Fwd: 22.6		 2.60 0.69
1.1		 51.5%
49.6%		 $11.27
3.5%		 12.9% 16.5% EPS: +2.8% | Sales: +11.3% 4.2 10.0 8.9 6.1 8.7
LULU
$164.16
Consumer Cyclical		 11.2
Fwd: 13.0		 N/A 0.40
2.3		 42.4%
16.4%		 $9.45
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 9.3 7.9 7.7 8.7
MA
$536.85
Financial		 34.3
Fwd: 28.1		 2.28 2.40
1.1		 185.7%
45.2%		 $18.73
3.5%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 9.8 7.9 6.7 8.7
PANW
$202.90
Technology		 126.8
Fwd: 47.0		 9.41 0.05
0.9		 17.4%
12.3%		 $5.07
2.5%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 9.5 7.3 8.2 8.7
AMAT
$228.71
Technology		 26.4
Fwd: 20.4		 3.35 0.32
2.6		 35.5%
24.7%		 $7.15
3.1%		 10.5% 17.2% EPS: +0.5% | Sales: +4.5% 5.0 9.5 7.5 6.9 8.7
EXLS
$38.77
Technology		 26.3
Fwd: 17.7		 1.74 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 8.9 9.0 7.9 8.7
MCO
$472.12
Financial		 38.0
Fwd: 29.0		 2.83 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 9.8 6.7 6.8 8.6
NFLX
$110.29
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $2.12
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 9.0 7.7 8.0 8.6
DXCM
$58.49
Healthcare		 32.5
Fwd: 23.6		 1.50 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.6 8.7 9.6 8.8 8.6
SCHW
$91.91
Financial		 21.6
Fwd: 16.4		 0.82 0.56
1.2		 17.1%
28.6%		 $11.56
12.6%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 9.0 7.2 6.5 8.6
GGG
$79.28
Industrials		 27.1
Fwd: 24.9		 3.56 0.02
3.2		 19.4%
22.7%		 $3.76
4.7%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.3 9.9 6.5 6.3 8.6
IDXX
$669.00
Healthcare		 53.0
Fwd: 46.3		 3.42 0.71
1.1		 64.6%
24.6%		 $12.07
1.8%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.5 8.3 7.7 8.6
CTSH
$71.17
Technology		 16.5
Fwd: 12.7		 1.90 0.08
2.4		 14.5%
10.2%		 $5.49
7.7%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 9.2 5.6 5.8 8.6
REGN
$704.31
Healthcare		 16.9
Fwd: 16.4		 4.85 0.09
4.1		 15.2%
32.1%		 $40.18
5.7%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 9.3 8.0 8.4 8.6
VEEV
$277.01
Healthcare		 56.8
Fwd: 32.7		 4.02 0.01
5.6		 13.7%
27.3%		 $8.10
2.9%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 9.5 8.6 7.7 8.6
MPWR
$897.01
Technology		 22.9
Fwd: 43.2		 1.14 0.01
4.8		 64.0%
71.2%		 $14.72
1.6%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.6 8.9 7.6 7.4 8.5
PTC
$174.21
Technology		 28.4
Fwd: 20.2		 3.51 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 9.1 8.2 7.8 8.5
FTNT
$81.94
Technology		 33.7
Fwd: 28.0		 3.04 1.35
1.0		 228.0%
28.6%		 $2.73
3.3%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 8.8 9.1 9.4 8.5
TSM
$282.01
Technology		 28.9
Fwd: 22.6		 0.96 0.21
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 10.0 7.6 0.5 8.5
CINF
$161.44
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.90
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 9.1 5.8 7.1 8.4
BMI
$174.59
Technology		 37.2
Fwd: 32.0		 3.36 0.00
3.2		 21.4%
15.4%		 $5.64
3.2%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.8 9.7 8.9 4.7 8.4
NOW
$835.79
Technology		 101.1
Fwd: 41.0		 4.89 0.21
1.0		 16.8%
13.7%		 $19.03
2.3%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 9.3 8.7 7.5 8.4
DOCU
$64.67
Technology		 48.8
Fwd: 16.0		 5.51 0.06
0.7		 14.2%
9.1%		 $4.65
7.2%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 9.4 7.5 6.5 8.4
MKTX
$173.46
Financial		 29.5
Fwd: 21.2		 3.61 0.05
2.2		 15.9%
26.0%		 $9.31
5.4%		 9.8% 6.2% EPS: -20.3% | Sales: +4.0% 3.9 9.6 6.5 6.6 8.4
WRB
$77.10
Financial		 16.2
Fwd: 16.6		 2.53 0.32
0.4		 20.9%
13.0%		 $8.64
11.2%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.2 9.2 8.8 7.0 8.4
BKNG
$4804.01
Consumer Cyclical		 31.2
Fwd: 18.1		 1.77 N/A
1.3		 N/A
19.4%		 $258.00
5.4%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 8.8 7.0 6.9 8.4
ADSK
$291.96
Technology		 60.5
Fwd: 25.8		 3.88 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.7 9.0 8.9 8.3
ADP
$250.90
Technology		 24.8
Fwd: 20.9		 2.62 1.55
1.1		 70.6%
19.8%		 $11.37
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 8.9 7.4 7.3 8.3
AXP
$341.25
Financial		 22.9
Fwd: 19.6		 1.84 1.83
7.2		 33.7%
13.2%		 $27.50
8.1%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 6.2 9.1 7.2 6.2 8.3
JNJ
$199.58
Healthcare		 19.3
Fwd: 17.3		 2.59 0.58
1.1		 33.6%
27.3%		 $8.13
4.1%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 5.6 9.2 5.3 5.7 8.3
CB
$295.58
Financial		 12.3
Fwd: 11.2		 1.48 0.31
0.4		 14.1%
16.5%		 $37.32
12.6%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 8.8 7.8 6.2 8.3
SQ
$58.89
Technology		 11.8
Fwd: 18.2		 1.62 0.36
2.2		 14.8%
13.1%		 $3.01
5.1%		 38.6% 41.5% EPS: +178.1% | Sales: +0.5% 8.1 8.3 6.2 N/A 8.3
CDNS
$311.29
Technology		 80.3
Fwd: 38.6		 5.00 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 8.9 7.0 8.8 8.3
CRM
$237.03
Technology		 34.4
Fwd: 18.6		 2.73 0.19
1.0		 11.2%
16.9%		 $13.12
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.7 8.5 7.6 8.7 8.3
KLAC
$1133.70
Technology		 35.6
Fwd: 27.1		 3.22 1.22
2.6		 99.2%
33.8%		 $29.47
2.6%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 8.9 8.7 7.1 8.3
FICO
$1760.25
Technology		 66.3
Fwd: 35.2		 2.66 N/A
0.8		 N/A
32.8%		 $31.19
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.0 8.7 7.8 8.2 8.2
APH
$132.33
Technology		 44.1
Fwd: 33.0		 1.32 0.64
2.1		 34.8%
18.2%		 $2.91
2.2%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.9 8.4 7.4 7.2 8.2
ROL
$57.96
Consumer Cyclical		 54.4
Fwd: 46.0		 4.21 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 9.4 9.0 7.4 8.2
MLI
$104.81
Industrials		 15.7
Fwd: 13.6		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.8%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 9.2 8.3 4.5 8.2
CTAS
$183.76
Industrials		 40.8
Fwd: 34.2		 3.87 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.9 8.1 7.6 8.1
PAYX
$110.48
Technology		 24.8
Fwd: 18.8		 3.21 1.26
1.3		 41.3%
27.9%		 $5.04
4.6%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 8.5 6.1 8.1 8.1
USLM
$116.64
Basic Materials		 25.6
Fwd: 24.1		 2.25 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.0 8.9 8.0 7.0 8.1
GILD
$124.09
Healthcare		 19.2
Fwd: 14.3		 0.73 1.16
1.4		 40.5%
27.9%		 $7.39
6.0%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.8% 9.5 8.6 6.3 4.5 8.1
BMRN
$54.46
Healthcare		 20.4
Fwd: 12.0		 0.62 0.10
4.8		 9.1%
16.9%		 $4.33
8.0%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 8.4 7.0 4.9 8.0
FAST
$39.70
Industrials		 37.2
Fwd: 32.6		 3.75 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.7 6.1 8.5 8.0
EPAM
$177.78
Technology		 27.1
Fwd: 14.2		 3.10 0.04
3.0		 10.2%
7.0%		 $8.31
4.7%		 15.6% 11.6% EPS: -15.5% | Sales: +14.3% 5.0 8.4 6.5 8.2 8.0
ISRG
$546.71
Healthcare		 72.4
Fwd: 56.5		 4.84 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 9.2 6.9 6.0 8.0
TT
$413.78
Industrials		 31.8
Fwd: 27.9		 2.23 0.55
1.2		 37.1%
13.9%		 $11.51
2.8%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 8.6 7.0 7.0 8.0
AWI
$179.87
Industrials		 25.8
Fwd: 21.3		 1.77 0.56
1.5		 38.0%
19.1%		 $5.60
3.1%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 8.4 5.3 6.0 7.9
SPGI
$488.95
Financial		 35.5
Fwd: 24.7		 2.94 0.36
1.0		 12.6%
28.1%		 $18.04
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.5 8.4 7.0 8.3 7.9
ONTO
$127.30
Technology		 35.9
Fwd: 21.7		 3.64 0.01
9.5		 9.0%
17.5%		 $5.33
4.2%		 26.4% 129.6% EPS: -4.2% | Sales: +6.4% 4.8 8.6 8.1 6.3 7.9
GD
$341.78
Industrials		 22.1
Fwd: 19.9		 1.96 0.40
1.4		 17.8%
8.2%		 $17.81
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 8.4 5.5 5.8 7.9
ABT
$130.03
Healthcare		 16.3
Fwd: 22.9		 1.57 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 8.3 6.5 6.0 7.8
AVGO
$342.65
Technology		 87.5
Fwd: 36.7		 2.45 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 5.3 8.3 7.8 7.2 7.8
WST
$262.41
Healthcare		 38.9
Fwd: 33.7		 4.20 0.10
2.9		 16.9%
16.3%		 $5.27
2.0%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 8.6 6.8 7.0 7.8
QCOM
$166.75
Technology		 34.1
Fwd: 13.2		 14.57 0.74
2.8		 23.3%
12.5%		 $11.97
7.2%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 8.7 6.8 5.7 7.8
LMAT
$86.99
Healthcare		 37.4
Fwd: 33.7		 2.77 0.49
13.2		 15.0%
22.1%		 $2.92
3.4%		 13.4% 17.0% EPS: +28.0% | Sales: +13.1% 4.9 8.3 8.0 7.3 7.8
ILMN
$120.08
Healthcare		 26.9
Fwd: 23.9		 2.44 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 6.3 8.6 7.0 4.8 7.8
SHOP
$139.93
Technology		 102.5
Fwd: 77.0		 4.83 0.09
3.9		 15.7%
16.6%		 $1.45
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 8.9 7.8 5.9 7.8
ZTS
$118.80
Healthcare		 20.0
Fwd: 17.4		 2.53 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 8.1 6.9 7.7 7.7
MTB
$181.06
Financial		 11.2
Fwd: 9.6		 0.88 0.52
0.4		 9.6%
19.8%		 $23.79
13.1%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 7.8 6.5 6.1 7.7
TYL
$463.05
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 8.4 6.5 7.5 7.7
PODD
$328.02
Healthcare		 95.2
Fwd: 53.3		 2.81 0.75
2.8		 19.7%
9.8%		 $6.02
1.8%		 22.9% 98.8% EPS: -41.7% | Sales: +27.1% 4.2 8.2 8.9 8.0 7.7
AMD
$240.52
Technology		 118.9
Fwd: 37.5		 2.70 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 5.0 8.0 7.8 8.1 7.7
COST
$912.59
Consumer Defensive		 50.1
Fwd: 41.3		 4.74 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 8.2 8.9 8.9 7.7
NVMI
$286.78
Technology		 37.6
Fwd: 29.9		 2.22 0.75
4.6		 23.6%
28.7%		 $7.81
2.7%		 24.5% 35.3% EPS: +40.9% | Sales: +39.4% 6.4 8.2 8.5 6.2 7.7
AAPL
$267.46
Technology		 35.9
Fwd: 29.5		 3.60 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 8.5 7.2 5.3 7.7
CHD
$83.02
Consumer Defensive		 26.1
Fwd: 22.2		 5.12 0.57
1.1		 18.6%
12.7%		 $4.26
5.1%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 8.4 6.3 7.2 7.7
DPZ
$404.63
Consumer Cyclical		 23.6
Fwd: 20.7		 2.77 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.2 7.2 6.9 7.7
EA
$200.77
Communication Services		 58.7
Fwd: 21.7		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 8.8 5.8 5.0 7.6
TDY
$499.55
Technology		 28.9
Fwd: 21.1		 3.24 0.24
1.8		 8.1%
13.6%		 $22.11
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 5.0 8.1 6.0 7.0 7.6
CPRT
$41.33
Industrials		 26.0
Fwd: 22.3		 2.46 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.0 7.9 7.7 7.7 7.6
BR
$224.77
Technology		 28.7
Fwd: 21.9		 2.96 1.32
0.9		 38.2%
13.1%		 $11.03
4.9%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 7.9 7.0 7.1 7.6
ULTA
$509.57
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 8.2 7.7 6.9 7.6
HLT
$266.05
Consumer Cyclical		 38.5
Fwd: 29.3		 2.84 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 5.0 8.2 6.8 6.5 7.5
SAP
$238.90
Technology		 35.8
Fwd: 28.6		 1.27 0.21
1.1		 16.3%
19.5%		 $6.33
2.6%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 8.2 8.8 5.7 0.5 7.5
GWW
$923.47
Industrials		 25.8
Fwd: 21.1		 3.58 0.76
2.7		 49.0%
9.8%		 $25.91
2.8%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 7.8 7.9 7.9 7.5
HALO
$70.56
Healthcare		 14.8
Fwd: 8.7		 0.47 3.00
1.6		 124.5%
47.9%		 $5.12
7.3%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 8.6 7.4 8.6 7.0 7.4
A
$144.52
Healthcare		 33.9
Fwd: 24.0		 4.31 0.54
2.2		 19.9%
18.0%		 $3.84
2.7%		 4.8% 5.6% EPS: -11.5% | Sales: +4.5% 4.0 8.3 5.7 5.7 7.4
BRO
$80.71
Financial		 24.2
Fwd: 17.1		 2.30 0.65
1.2		 10.5%
18.0%		 $3.81
4.7%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.9 7.5 7.2 8.3 7.4
AME
$191.19
Industrials		 30.2
Fwd: 24.0		 3.80 0.26
1.2		 14.6%
20.5%		 $7.13
3.7%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.9 8.4 6.4 4.9 7.4
GS
$775.56
Financial		 15.8
Fwd: 14.0		 1.04 5.24
1.3		 13.6%
12.5%		 $191.02
24.6%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 8.0 7.5 3.8 7.4
CME
$279.13
Financial		 27.1
Fwd: 24.1		 4.19 0.13
1.0		 13.3%
58.1%		 $11.32
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 8.6 6.3 5.9 7.4
ICE
$150.33
Financial		 27.4
Fwd: 20.1		 2.43 0.68
1.0		 11.3%
26.6%		 $7.88
5.2%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 7.8 6.5 6.9 7.4
FITB
$41.12
Financial		 12.3
Fwd: 11.7		 0.81 0.90
0.2		 11.5%
16.0%		 $4.31
10.5%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 7.8 5.5 3.8 7.4
NDAQ
$85.70
Financial		 30.6
Fwd: 22.6		 2.15 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 6.0 8.0 6.2 5.4 7.4
PH
$820.97
Industrials		 29.2
Fwd: 24.9		 3.13 0.75
1.1		 27.3%
18.2%		 $26.83
3.3%		 7.7% 23.9% EPS: +26.7% | Sales: +0.2% 4.3 8.1 7.8 6.5 7.4
LOW
$225.00
Consumer Cyclical		 18.5
Fwd: 17.0		 2.93 N/A
1.1		 N/A
8.2%		 $13.71
6.1%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.1 7.2 5.4 7.4
HEI
$310.88
Industrials		 68.1
Fwd: 58.4		 3.91 0.59
3.4		 16.7%
15.0%		 $6.48
2.1%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 2.8 8.2 6.6 7.2 7.3
FSLR
$253.54
Technology		 19.5
Fwd: 11.3		 0.60 0.10
1.9		 16.9%
27.7%		 $5.73
2.3%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 7.5 4.6 4.6 7.3
BSX
$101.76
Healthcare		 54.4
Fwd: 29.3		 3.37 0.51
1.5		 12.7%
14.4%		 $2.58
2.5%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.6 7.9 5.8 6.1 7.3
APP
$539.27
Communication Services		 68.0
Fwd: 37.0		 1.10 2.38
3.2		 230.7%
49.3%		 $9.92
1.8%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 7.2 7.1 10.0 7.6 7.2
VRSN
$250.19
Technology		 29.1
Fwd: 25.5		 3.39 N/A
0.5		 N/A
49.9%		 $10.84
4.3%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.8 7.9 5.2 4.9 7.2
CMG
$30.53
Consumer Cyclical		 26.9
Fwd: 25.1		 3.20 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.5 9.0 7.7 7.2
SE
$145.75
Consumer Cyclical		 62.4
Fwd: 31.5		 1.34 0.42
1.4		 15.7%
6.8%		 N/A
N/A		 50.5% N/A EPS: +1347.0% | Sales: +35.2% 7.4 7.3 6.9 5.9 7.2
TECH
$58.61
Healthcare		 119.8
Fwd: 26.5		 11.75 0.20
4.2		 3.8%
6.4%		 $1.44
2.5%		 10.6% -20.6% EPS: -48.2% | Sales: +3.9% 3.7 7.5 6.5 7.8 7.2
ENPH
$27.53
Technology		 19.1
Fwd: 13.1		 10.76 1.24
2.0		 20.3%
12.9%		 $1.66
6.0%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 7.6 6.4 6.7 7.1
YUM
$148.03
Consumer Cyclical		 28.8
Fwd: 22.2		 2.53 N/A
1.7		 N/A
17.9%		 $5.63
3.8%		 6.2% 4.8% EPS: -4.3% | Sales: +11.6% 5.8 7.7 6.5 5.9 7.1
MELI
$2057.72
Consumer Cyclical		 50.2
Fwd: 33.5		 1.61 2.08
1.2		 40.6%
7.9%		 $130.48
6.3%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 7.1 6.8 8.8 8.2 7.1
EW
$84.74
Healthcare		 36.1
Fwd: 29.5		 3.67 0.07
4.0		 13.6%
23.5%		 $1.39
1.6%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.6 8.0 4.7 4.3 7.1
PSA
$270.27
Real Estate		 28.1
Fwd: 26.1		 30.86 1.08
1.7		 20.0%
35.4%		 $16.69
6.2%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 7.8 7.8 6.8 7.1
WDAY
$224.95
Technology		 104.0
Fwd: 21.2		 4.86 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 7.2 6.4 8.4 7.1
CSGP
$67.00
Real Estate		 1303.5
Fwd: 47.0		 37.16 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 7.7 6.8 8.4 7.0
CPAY
$274.18
Technology		 18.6
Fwd: 11.0		 1.24 1.99
1.1		 29.4%
24.4%		 $16.34
6.0%		 8.4% 7.0% EPS: +4.5% | Sales: +11.3% 8.8 6.8 5.9 6.6 7.0
COF
$201.01
Financial		 85.2
Fwd: 9.7		 3.91 0.45
2.1		 1.5%
1.7%		 $32.79
16.3%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.8 7.6 5.5 6.0 7.0
HOLX
$74.14
Healthcare		 29.9
Fwd: 14.8		 3.54 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.5 7.8 5.2 4.6 7.0
ICLR
$156.49
Healthcare		 21.2
Fwd: 11.6		 9.57 0.38
1.1		 6.3%
7.4%		 $12.49
8.0%		 24.2% 6.5% EPS: -17.9% | Sales: -2.5% 4.1 7.2 6.8 7.9 7.0
IEX
$162.76
Industrials		 25.7
Fwd: 19.6		 5.77 0.48
2.9		 12.2%
14.0%		 $7.80
4.8%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 7.9 5.3 5.0 7.0
TXRH
$169.71
Consumer Cyclical		 25.9
Fwd: 25.5		 3.13 0.64
0.4		 31.6%
7.5%		 $5.15
3.0%		 14.3% 21.3% EPS: +12.4% | Sales: +14.4% 5.0 7.2 7.8 7.8 7.0
DIS
$105.69
Communication Services		 15.4
Fwd: 14.3		 1.32 0.41
0.7		 11.8%
13.2%		 $5.65
5.3%		 7.7% N/A EPS: +152.3% | Sales: +3.6% 8.2 7.1 5.2 5.2 7.0
ROK
$370.10
Industrials		 48.3
Fwd: 27.2		 3.56 1.00
1.1		 24.2%
10.4%		 $12.09
3.3%		 5.7% -2.6% EPS: -7.5% | Sales: +1.0% 4.1 7.9 6.2 4.7 7.0
CMI
$455.98
Industrials		 23.7
Fwd: 17.7		 1.87 0.68
1.8		 23.8%
7.9%		 $16.50
3.6%		 7.7% 14.4% EPS: +27.4% | Sales: -1.8% 7.9 7.1 6.3 5.5 7.0
CROX
$77.15
Consumer Cyclical		 25.1
Fwd: 6.5		 N/A 1.25
1.4		 11.8%
4.5%		 $13.80
17.9%		 27.2% 57.0% EPS: -77.3% | Sales: +0.0% 6.7 6.7 7.8 8.5 7.0
SBUX
$83.69
Consumer Cyclical		 51.4
Fwd: 27.6		 2.81 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 5.8 7.0 7.0 7.3 6.9
KEYS
$175.51
Technology		 55.9
Fwd: 22.5		 4.53 0.49
3.6		 10.0%
10.4%		 $8.23
4.7%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 7.5 4.8 5.8 6.9
NKE
$62.90
Consumer Cyclical		 32.2
Fwd: 25.2		 2.69 0.82
2.2		 21.1%
6.2%		 $2.04
3.2%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.8 7.2 5.7 6.5 6.9
CMCSA
$27.22
Communication Services		 4.5
Fwd: 6.5		 2.95 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.8 7.3 5.3 5.7 6.9
O
$57.00
Real Estate		 53.3
Fwd: 36.6		 2.87 0.74
2.2		 2.5%
17.1%		 $3.96
6.9%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 4.5 7.1 6.8 7.9 6.9
BLK
$1023.80
Financial		 26.6
Fwd: 18.9		 2.20 0.27
4.0		 12.6%
25.9%		 $24.65
2.4%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 7.1 4.2 6.3 6.8
JPM
$300.37
Financial		 14.9
Fwd: 14.2		 1.86 3.06
1.1		 16.4%
20.4%		 $16.86
5.6%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.9 7.1 6.4 5.4 6.8
PWR
$426.87
Industrials		 63.3
Fwd: 34.3		 3.69 0.72
1.3		 13.2%
3.7%		 $8.39
2.0%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.9 7.1 7.7 7.7 6.8
ETSY
$54.62
Consumer Cyclical		 38.2
Fwd: 21.4		 4.43 N/A
3.2		 N/A
6.4%		 $6.43
11.8%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 6.9 7.8 8.4 6.8
DHR
$220.44
Healthcare		 45.4
Fwd: 26.2		 6.10 0.36
1.5		 6.8%
14.4%		 $7.10
3.2%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 7.4 5.3 5.5 6.7
BLDR
$99.42
Industrials		 18.9
Fwd: 15.3		 N/A 1.18
1.8		 13.6%
3.8%		 $9.23
9.3%		 17.6% 36.7% EPS: -48.8% | Sales: -6.4% 6.7 6.7 7.9 6.8 6.7
SLB
$35.80
Energy		 13.8
Fwd: 12.2		 N/A 0.50
1.4		 15.5%
10.3%		 $2.73
7.6%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 7.4 5.4 3.8 6.7
POOL
$237.84
Industrials		 21.7
Fwd: 20.5		 4.55 1.01
2.6		 29.2%
7.8%		 $10.59
4.5%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 7.2 7.4 6.4 6.7
ROST
$159.41
Consumer Cyclical		 25.3
Fwd: 23.1		 4.24 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.5 5.8 5.1 6.7
XYL
$140.99
Industrials		 36.3
Fwd: 25.3		 2.75 0.19
2.0		 8.7%
10.7%		 $3.80
2.7%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 5.3 7.0 6.0 6.3 6.7
ELF
$72.79
Consumer Defensive		 51.6
Fwd: 20.7		 5.84 0.81
2.7		 8.8%
5.9%		 $2.38
3.3%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 6.8 7.8 8.2 6.6
ATEN
$16.84
Technology		 24.7
Fwd: 17.8		 3.63 1.11
3.6		 23.9%
17.8%		 $1.00
6.0%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.8 7.6 5.8 3.1 6.6
DDOG
$180.26
Technology		 610.6
Fwd: 78.0		 38.19 0.37
3.6		 3.5%
3.3%		 $2.68
1.5%		 49.2% N/A EPS: -46.1% | Sales: +26.6% 2.0 7.3 6.8 6.5 6.6
AZO
$3855.26
Consumer Cyclical		 26.6
Fwd: 21.1		 2.19 N/A
0.9		 N/A
13.2%		 $107.63
2.8%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 6.4 7.0 7.3 6.6
TRMB
$75.55
Technology		 51.4
Fwd: 21.9		 4.52 0.24
1.0		 6.1%
9.9%		 $1.32
1.8%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 7.2 5.8 5.6 6.6
HUBS
$369.10
Technology		 N/A
Fwd: 32.1		 N/A 0.15
1.4		 -0.2%
-0.1%		 $12.50
3.4%		 31.2% N/A EPS: +75.3% | Sales: +19.2% 6.0 6.7 6.2 6.8 6.6
FISV
$62.70
Technology		 9.7
Fwd: 7.4		 6.55 1.21
1.1		 13.6%
17.1%		 $8.62
13.8%		 15.0% 25.8% EPS: +24.9% | Sales: +5.2% 4.1 6.7 7.6 8.0 6.6
TMO
$567.16
Healthcare		 32.8
Fwd: 23.1		 4.40 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 6.9 6.3 6.9 6.6
VMC
$280.08
Basic Materials		 33.3
Fwd: 28.5		 2.33 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 5.0 6.8 5.4 6.9 6.6
IR
$73.67
Industrials		 54.6
Fwd: 20.6		 9.22 0.48
2.2		 5.3%
7.3%		 $3.16
4.3%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 4.0 7.0 7.8 7.0 6.6
ROP
$443.88
Technology		 30.6
Fwd: 20.5		 3.53 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 5.0 7.4 5.3 3.5 6.6
COP
$88.72
Energy		 12.6
Fwd: 14.0		 7.34 0.36
1.3		 15.4%
14.8%		 $5.73
6.5%		 11.0% 4.1% EPS: -16.1% | Sales: +8.4% 3.9 7.2 5.0 6.1 6.5
ATKR
$64.65
Industrials		 20.8
Fwd: 11.9		 N/A 0.64
3.1		 7.3%
3.8%		 $7.76
12.0%		 10.8% 35.0% EPS: -78.2% | Sales: -12.1% 6.7 6.6 7.2 6.1 6.5
TSLA
$408.92
Consumer Cyclical		 273.2
Fwd: 184.2		 30.49 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 7.2 7.0 7.5 6.5
LIN
$417.85
Basic Materials		 28.0
Fwd: 23.4		 3.46 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.4 7.1 6.7 5.5 6.5
RSG
$209.81
Industrials		 31.2
Fwd: 28.7		 3.92 1.14
0.6		 18.2%
12.8%		 $8.17
3.9%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.3 6.9 6.9 6.3 6.5
EXR
$130.55
Real Estate		 29.2
Fwd: 26.8		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 6.5 6.5 8.3 6.5
SYK
$360.13
Healthcare		 47.3
Fwd: 24.1		 4.24 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 7.4 5.7 3.8 6.5
BILL
$49.63
Technology		 N/A
Fwd: 19.3		 N/A 0.49
1.7		 0.3%
0.8%		 $3.13
6.3%		 56.1% N/A EPS: +50.7% | Sales: +11.6% 6.6 6.4 6.2 6.4 6.5
ETN
$342.75
Industrials		 34.3
Fwd: 24.9		 2.68 0.60
1.3		 20.7%
14.7%		 $8.55
2.5%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 5.0 7.1 6.3 4.3 6.4
TRI
$137.14
Industrials		 35.3
Fwd: 30.7		 3.50 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 4.0 8.1 5.7 0.5 6.4
ORLY
$99.56
Consumer Cyclical		 34.5
Fwd: 30.0		 3.30 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 6.5 6.3 8.2 6.4
MDT
$96.28
Healthcare		 26.6
Fwd: 15.8		 4.53 0.60
2.0		 9.7%
13.6%		 $4.13
4.3%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 7.2 5.0 4.4 6.4
TJX
$145.18
Consumer Cyclical		 33.1
Fwd: 28.6		 3.45 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.1 5.8 4.9 6.4
WPM
$102.28
Basic Materials		 46.4
Fwd: 31.4		 1.35 0.00
8.1		 13.1%
54.7%		 $1.53
1.5%		 8.3% 43.3% EPS: +64.1% | Sales: +50.3% 6.1 7.6 6.1 0.5 6.3
MS
$159.45
Financial		 16.4
Fwd: 15.2		 1.24 3.92
1.6		 15.2%
13.8%		 $6.51
4.1%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 6.6 4.5 3.9 6.3
EMR
$126.93
Industrials		 31.4
Fwd: 17.9		 3.69 0.68
0.9		 10.9%
12.7%		 $4.75
3.7%		 1.4% 4.5% EPS: +18.1% | Sales: +3.0% 4.8 7.0 5.0 4.2 6.3
XOM
$117.68
Energy		 17.1
Fwd: 15.9		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.8 7.1 5.7 3.8 6.3
BABA
$157.71
Consumer Cyclical		 18.4
Fwd: 16.5		 2.13 0.23
1.4		 15.2%
14.8%		 $4.78
3.0%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 6.8 5.8 5.2 7.7 6.2
CPNG
$27.81
Consumer Cyclical		 131.6
Fwd: 50.7		 1.02 1.04
1.1		 8.7%
1.2%		 $0.69
2.5%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 6.0 7.0 5.7 6.2
SNPS
$390.24
Technology		 30.6
Fwd: 28.0		 3.35 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 5.8 5.3 9.2 6.2
BRK-B
$503.26
Financial		 16.1
Fwd: 23.3		 47.33 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 6.8 3.8 6.0 6.2
FROG
$56.87
Technology		 N/A
Fwd: 64.6		 N/A 0.01
2.1		 -9.9%
-15.9%		 $1.19
2.1%		 32.5% -60.3% EPS: -32.5% | Sales: +22.7% 4.7 6.3 5.3 6.5 6.2
TXN
$154.99
Technology		 28.3
Fwd: 25.5		 2.29 0.84
4.5		 29.6%
29.1%		 $2.29
1.5%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.7 4.7 3.3 6.1
DAL
$55.76
Industrials		 7.9
Fwd: 7.7		 0.79 1.11
0.4		 28.5%
7.4%		 $4.71
8.4%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.9 4.7 4.5 6.1
MLM
$589.97
Basic Materials		 31.1
Fwd: 27.2		 2.68 0.61
3.0		 11.6%
17.3%		 $16.70
2.8%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.7 6.2 5.3 6.8 6.1
ON
$46.02
Technology		 60.0
Fwd: 15.8		 68.24 0.46
5.2		 3.9%
5.2%		 $3.40
7.4%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 6.8 6.2 4.0 6.1
MCD
$304.90
Consumer Cyclical		 26.0
Fwd: 23.0		 3.74 N/A
1.0		 N/A
32.0%		 $10.35
3.4%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.5 5.5 5.5 6.1
CELH
$40.16
Consumer Defensive		 441.8
Fwd: 26.5		 7.27 0.29
1.8		 3.1%
1.1%		 $2.03
5.1%		 78.3% 54.3% EPS: -87.0% | Sales: +55.1% 3.2 6.4 7.8 6.4 6.0
MAR
$282.89
Consumer Cyclical		 29.9
Fwd: 25.0		 2.83 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.8 6.1 6.5 5.5 6.0
AMZN
$232.87
Consumer Cyclical		 32.9
Fwd: 29.6		 1.61 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 7.0 5.6 7.5 7.1 6.0
MRVL
$83.45
Technology		 N/A
Fwd: 24.8		 N/A 0.38
1.9		 -0.8%
-1.4%		 $1.78
2.1%		 16.4% N/A EPS: +89.4% | Sales: +37.0% 6.1 5.8 5.7 6.5 6.0
LHX
$287.69
Industrials		 30.9
Fwd: 23.2		 11.03 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 6.1 5.8 6.9 5.9
TDG
$1335.77
Industrials		 41.6
Fwd: 29.0		 3.29 N/A
3.2		 N/A
21.1%		 $32.24
2.4%		 11.6% 31.1% EPS: +25.4% | Sales: +11.3% 4.1 6.2 6.8 6.3 5.9
GDDY
$125.19
Technology		 21.6
Fwd: 17.5		 2.00 42.17
0.6		 369.4%
17.0%		 $11.38
9.1%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.6 5.4 8.0 7.3 5.9
ESTC
$87.44
Technology		 N/A
Fwd: 32.4		 N/A 0.61
2.0		 -9.7%
-5.4%		 $2.96
3.4%		 28.2% 13.2% EPS: -229.0% | Sales: +17.4% 6.0 5.7 5.7 6.3 5.8
WING
$227.29
Consumer Cyclical		 37.1
Fwd: 47.7		 2.08 N/A
4.0		 N/A
25.5%		 $2.25
1.0%		 25.7% 39.9% EPS: +79.0% | Sales: +15.6% 5.6 5.0 7.2 9.4 5.8
UNP
$221.00
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 6.3 5.4 2.5 5.7
UL
$59.21
Consumer Defensive		 24.3
Fwd: 16.4		 3.27 1.80
0.8		 28.4%
9.3%		 $2.75
4.6%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.8 6.9 5.3 0.5 5.7
ECL
$255.46
Basic Materials		 36.7
Fwd: 30.1		 2.78 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 4.5 6.4 5.2 3.1 5.6
ABBV
$234.00
Healthcare		 176.6
Fwd: 16.4		 10.93 N/A
0.7		 138.5%
3.9%		 $11.14
4.8%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 5.8 6.5 5.8 5.6
FIS
$63.93
Technology		 201.3
Fwd: 10.1		 20.61 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 6.1 5.5 3.9 5.6
RTX
$175.63
Industrials		 36.1
Fwd: 25.8		 3.62 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.4 5.6 5.2 6.3 5.6
UPS
$94.19
Industrials		 14.6
Fwd: 13.1		 12.65 1.85
1.3		 33.7%
6.2%		 $5.18
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.8 5.4 5.8 5.6
LMT
$470.78
Industrials		 26.3
Fwd: 16.0		 2.21 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 6.5 5.2 5.8 6.2 5.5
VICI
$30.13
Real Estate		 11.5
Fwd: 10.6		 2.54 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 5.0 6.5 7.1 5.3
HON
$196.08
Industrials		 20.7
Fwd: 19.1		 3.32 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.5 5.5 3.9 5.2
MSI
$377.69
Technology		 30.3
Fwd: 23.2		 3.62 4.27
1.0		 115.8%
18.7%		 $14.49
3.8%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 5.0 7.0 6.3 5.1
IQV
$216.12
Healthcare		 29.7
Fwd: 16.7		 3.41 2.47
0.7		 19.6%
8.1%		 $12.98
6.0%		 6.8% 50.9% EPS: -4.7% | Sales: +3.9% 4.8 5.0 7.0 6.2 5.1
ITW
$241.41
Industrials		 23.4
Fwd: 21.6		 33.95 2.79
1.5		 91.7%
19.1%		 $9.81
4.1%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 5.5 6.3 4.1 5.1
VRSK
$219.10
Industrials		 33.5
Fwd: 28.6		 3.79 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.2 7.8 5.0 5.0
DKS
$208.98
Consumer Cyclical		 14.6
Fwd: 13.7		 2.85 1.37
1.7		 37.4%
8.5%		 $5.18
2.5%		 9.0% 33.3% EPS: +4.6% | Sales: +2.7% 5.8 4.4 6.9 6.9 5.0
CAT
$552.05
Industrials		 28.3
Fwd: 24.9		 4.27 2.01
1.4		 46.3%
14.3%		 $16.16
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.4 5.4 6.8 4.1 5.0
DLR
$157.70
Real Estate		 40.7
Fwd: 96.3		 4.51 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 5.3 5.3 5.8 5.0
KO
$70.68
Consumer Defensive		 23.4
Fwd: 22.0		 3.76 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 4.7 4.7 6.3 4.9
KMI
$27.14
Energy		 22.2
Fwd: 19.8		 2.55 1.06
0.6		 8.9%
16.6%		 $1.12
4.1%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.9 5.3 5.2 2.8 4.9
WMT
$102.95
Consumer Defensive		 38.8
Fwd: 34.9		 4.16 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 4.7 5.3 6.8 4.9
MKC
$64.57
Consumer Defensive		 22.3
Fwd: 20.3		 4.10 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 4.6 4.5 6.5 4.8
SHW
$326.81
Basic Materials		 31.9
Fwd: 26.0		 4.11 3.25
0.8		 59.9%
11.1%		 $9.79
3.0%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.7 7.1 6.5 4.8
EXAS
$67.15
Healthcare		 N/A
Fwd: 219.6		 N/A 1.01
2.7		 -34.5%
-32.0%		 $1.30
1.9%		 25.8% -54.2% EPS: -353.7% | Sales: +14.5% 4.3 4.5 5.5 6.2 4.7
NOC
$563.03
Industrials		 20.2
Fwd: 19.5		 3.29 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 5.0 4.3 5.9 6.0 4.7
SMCI
$34.10
Technology		 27.3
Fwd: 11.2		 1.41 0.74
5.4		 12.8%
3.8%		 $0.37
1.1%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.5 3.8 5.9 6.2 4.7
ENB
$47.75
Energy		 26.2
Fwd: 21.3		 3.71 1.59
0.8		 9.0%
8.7%		 $1.61
3.4%		 0.9% -3.0% EPS: -15.1% | Sales: +29.3% 4.4 4.8 4.7 2.9 4.5
HD
$358.03
Consumer Cyclical		 24.3
Fwd: 22.1		 4.72 5.75
1.1		 193.9%
8.9%		 $14.30
4.0%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.3 6.4 5.8 4.4
APD
$253.09
Basic Materials		 N/A
Fwd: 18.2		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -110.3% | Sales: -0.5% 5.2 4.3 4.7 3.2 4.2
AXON
$543.23
Industrials		 172.0
Fwd: 71.5		 9.78 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 4.6 6.0 4.6 4.2
WM
$207.97
Industrials		 32.8
Fwd: 25.0		 3.48 2.45
0.8		 29.3%
10.3%		 $5.96
2.9%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.4 3.8 6.1 5.2 4.1
AMT
$180.47
Real Estate		 28.8
Fwd: 26.1		 1.93 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.1 3.8 5.7 3.6 4.0
SBAC
$195.78
Real Estate		 24.6
Fwd: 22.2		 2.86 N/A
0.5		 N/A
30.7%		 $3.60
1.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 3.9 6.2 3.4 4.0
PEP
$147.83
Consumer Defensive		 28.1
Fwd: 17.2		 8.06 2.62
0.9		 37.2%
7.8%		 $4.96
3.4%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.5 6.3 6.4 4.0
ORCL
$219.86
Technology		 50.9
Fwd: 27.5		 2.33 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 6.4 3.0 5.0 5.9 3.8
QSR
$68.06
Consumer Cyclical		 24.3
Fwd: 17.0		 2.59 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.7 2.9 5.7 6.0 3.8
GATX
$152.69
Industrials		 17.9
Fwd: 15.7		 1.90 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.9 4.7 4.5 3.8
CHTR
$201.84
Communication Services		 5.6
Fwd: 4.7		 0.48 6.24
0.4		 34.8%
9.3%		 $16.96
8.4%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 8.8 2.2 5.8 6.0 3.5
EXEL
$42.42
Healthcare		 17.9
Fwd: 13.1		 0.53 0.08
3.8		 30.6%
29.6%		 $2.91
6.9%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 9.2 N/A 9.5
ODD
$37.20
Consumer Defensive		 20.8
Fwd: 16.7		 1.14 0.07
6.3		 30.4%
14.7%		 $2.33
6.3%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.9 9.9 10.0 N/A 9.5
CARG
$34.97
Consumer Cyclical		 23.7
Fwd: 13.7		 1.14 0.51
2.7		 35.4%
16.4%		 $2.64
7.5%		 8.7% -11.9% EPS: +427.1% | Sales: +4.2% 9.1 9.5 8.0 N/A 9.3
PINS
$25.52
Communication Services		 8.8
Fwd: 13.0		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.5%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.9 7.5 N/A 9.3
ADBE
$325.07
Technology		 20.2
Fwd: 13.9		 1.58 0.56
1.0		 52.9%
30.0%		 $22.92
7.1%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 10.0 9.3 N/A 9.3
TSM
$282.01
Technology		 28.9
Fwd: 22.6		 0.96 0.21
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 9.0 7.7 N/A 9.1
DUOL
$178.27
Technology		 22.7
Fwd: 40.8		 0.55 0.07
2.8		 36.2%
40.0%		 $7.69
4.3%		 60.3% N/A EPS: +318.8% | Sales: +39.9% 8.9 9.2 8.7 N/A 9.0
QFIN
$22.21
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 9.3 7.5 N/A 9.0
NVDA
$186.60
Technology		 53.1
Fwd: 27.5		 1.28 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.6 10.0 8.5 N/A 9.0
MPWR
$897.01
Technology		 22.9
Fwd: 43.2		 1.14 0.01
4.8		 64.0%
71.2%		 $14.72
1.6%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.6 10.0 7.7 N/A 9.0
ASML
$1020.00
Technology		 38.2
Fwd: 33.6		 1.69 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 10.0 8.7 N/A 9.0
HALO
$70.56
Healthcare		 14.8
Fwd: 8.7		 0.47 3.00
1.6		 124.5%
47.9%		 $5.12
7.3%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 8.6 9.2 8.9 N/A 8.9
CPRX
$22.56
Healthcare		 13.2
Fwd: 12.6		 1.12 0.00
6.6		 27.5%
37.6%		 $1.91
8.5%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.8 9.0 9.0 N/A 8.9
DECK
$80.72
Consumer Cyclical		 12.0
Fwd: 11.8		 1.70 0.14
3.1		 43.3%
19.4%		 $6.72
8.3%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 10.0 9.1 N/A 8.8
PAYC
$164.09
Technology		 20.4
Fwd: 16.3		 1.89 0.05
1.1		 28.6%
22.6%		 $7.01
4.3%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.4 8.2 N/A 8.8
BKNG
$4804.01
Consumer Cyclical		 31.2
Fwd: 18.1		 1.77 N/A
1.3		 N/A
19.4%		 $258.00
5.4%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 9.7 8.0 N/A 8.7
APPF
$238.28
Technology		 42.8
Fwd: 37.4		 1.86 0.08
2.9		 44.7%
22.5%		 $5.89
2.5%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.7 10.0 9.4 N/A 8.6
ABNB
$117.60
Consumer Cyclical		 27.8
Fwd: 22.8		 1.82 0.26
1.4		 30.8%
21.9%		 $7.37
6.3%		 18.2% N/A EPS: +47.2% | Sales: +10.6% 7.3 9.9 9.6 N/A 8.6
LRCX
$147.46
Technology		 32.5
Fwd: 26.4		 2.21 0.44
2.2		 62.3%
29.7%		 $4.42
3.0%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 10.0 8.6 N/A 8.5
GOOGL
$285.02
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.5 7.6 N/A 8.5
GILD
$124.09
Healthcare		 19.2
Fwd: 14.3		 0.73 1.16
1.4		 40.5%
27.9%		 $7.39
6.0%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.8% 9.5 7.4 7.0 N/A 8.3
CHKP
$192.10
Technology		 21.1
Fwd: 18.2		 2.54 0.00
1.2		 34.2%
37.6%		 $10.93
5.7%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.8 9.9 7.5 N/A 8.2
LULU
$164.16
Consumer Cyclical		 11.2
Fwd: 13.0		 N/A 0.40
2.3		 42.4%
16.4%		 $9.45
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 9.9 7.9 N/A 8.2
ADP
$250.90
Technology		 24.8
Fwd: 20.9		 2.62 1.55
1.1		 70.6%
19.8%		 $11.37
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 10.0 8.1 N/A 8.2
LRN
$62.74
Consumer Defensive		 9.7
Fwd: 8.0		 0.76 0.38
6.8		 23.0%
12.8%		 $8.61
13.7%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 7.0 9.2 N/A 8.2
ABT
$130.03
Healthcare		 16.3
Fwd: 22.9		 1.57 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 8.6 6.7 N/A 8.1
AWI
$179.87
Industrials		 25.8
Fwd: 21.3		 1.77 0.56
1.5		 38.0%
19.1%		 $5.60
3.1%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 8.7 6.3 N/A 8.0
NSSC
$40.22
Industrials		 32.8
Fwd: 26.2		 1.96 0.03
7.1		 25.0%
23.8%		 $1.44
3.6%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 6.5 9.3 8.8 N/A 8.0
AZO
$3855.26
Consumer Cyclical		 26.6
Fwd: 21.1		 2.19 N/A
0.9		 N/A
13.2%		 $107.63
2.8%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 8.9 7.7 N/A 8.0
ANET
$127.26
Technology		 48.4
Fwd: 37.9		 2.29 0.00
3.2		 31.7%
39.7%		 $3.21
2.5%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.6 9.8 N/A 7.9
MEDP
$585.76
Healthcare		 41.0
Fwd: 35.2		 2.95 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 5.2 10.0 10.0 N/A 7.9
MSFT
$507.49
Technology		 36.1
Fwd: 27.1		 2.02 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.5 7.5 N/A 7.9
AAPL
$267.46
Technology		 35.9
Fwd: 29.5		 3.60 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 10.0 7.6 N/A 7.9
FTNT
$81.94
Technology		 33.7
Fwd: 28.0		 3.04 1.35
1.0		 228.0%
28.6%		 $2.73
3.3%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 10.0 9.2 N/A 7.9
ACAD
$24.01
Healthcare		 15.4
Fwd: 32.5		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
4.9%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.6 8.1 N/A 7.9
FSLR
$253.54
Technology		 19.5
Fwd: 11.3		 0.60 0.10
1.9		 16.9%
27.7%		 $5.73
2.3%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.5 5.0 N/A 7.9
QLYS
$139.46
Technology		 27.0
Fwd: 18.8		 3.10 0.10
1.4		 38.6%
29.0%		 $7.57
5.4%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 5.0 9.9 9.4 N/A 7.9
KLAC
$1133.70
Technology		 35.6
Fwd: 27.1		 3.22 1.22
2.6		 99.2%
33.8%		 $29.47
2.6%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 9.9 8.8 N/A 7.8
FICO
$1760.25
Technology		 66.3
Fwd: 35.2		 2.66 N/A
0.8		 N/A
32.8%		 $31.19
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.0 9.8 8.6 N/A 7.8
MLI
$104.81
Industrials		 15.7
Fwd: 13.6		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.8%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.9 8.3 N/A 7.8
NFLX
$110.29
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $2.12
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.4 7.7 N/A 7.8
DT
$45.15
Technology		 27.1
Fwd: 24.5		 1.77 0.03
1.5		 20.6%
27.3%		 $1.58
3.5%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.8 7.7 7.8 N/A 7.8
PYPL
$61.89
Financial		 12.4
Fwd: 10.6		 1.00 0.60
1.3		 24.4%
14.9%		 $5.95
9.6%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.0 8.0 N/A 7.8
PGR
$225.35
Financial		 12.3
Fwd: 13.8		 2.34 0.19
0.7		 34.2%
12.6%		 $29.08
12.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.2 9.7 N/A 7.7
APH
$132.33
Technology		 44.1
Fwd: 33.0		 1.32 0.64
2.1		 34.8%
18.2%		 $2.91
2.2%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.9 7.5 7.4 N/A 7.7
DPZ
$404.63
Consumer Cyclical		 23.6
Fwd: 20.7		 2.77 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 9.8 8.1 N/A 7.7
APP
$539.27
Communication Services		 68.0
Fwd: 37.0		 1.10 2.38
3.2		 230.7%
49.3%		 $9.92
1.8%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 7.2 7.9 10.0 N/A 7.6
RMD
$244.71
Healthcare		 25.0
Fwd: 20.2		 2.20 0.14
2.9		 25.4%
27.4%		 $12.11
5.0%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 8.5 9.1 N/A 7.5
MANH
$170.94
Technology		 48.5
Fwd: 31.5		 5.47 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 10.0 9.4 N/A 7.5
META
$602.01
Communication Services		 26.6
Fwd: 20.2		 2.24 0.26
2.0		 32.6%
30.9%		 $17.79
3.0%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.6 7.8 N/A 7.4
DXCM
$58.49
Healthcare		 32.5
Fwd: 23.6		 1.50 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.6 7.2 9.2 N/A 7.4
EXLS
$38.77
Technology		 26.3
Fwd: 17.7		 1.74 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.0 8.8 N/A 7.4
LOW
$225.00
Consumer Cyclical		 18.5
Fwd: 17.0		 2.93 N/A
1.1		 N/A
8.2%		 $13.71
6.1%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.9 8.1 N/A 7.3
SAP
$238.90
Technology		 35.8
Fwd: 28.6		 1.27 0.21
1.1		 16.3%
19.5%		 $6.33
2.6%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 8.2 6.6 6.2 N/A 7.3
YUM
$148.03
Consumer Cyclical		 28.8
Fwd: 22.2		 2.53 N/A
1.7		 N/A
17.9%		 $5.63
3.8%		 6.2% 4.8% EPS: -4.3% | Sales: +11.6% 5.8 8.8 7.7 N/A 7.3
AMAT
$228.71
Technology		 26.4
Fwd: 20.4		 3.35 0.32
2.6		 35.5%
24.7%		 $7.15
3.1%		 10.5% 17.2% EPS: +0.5% | Sales: +4.5% 5.0 8.8 7.8 N/A 7.2
V
$325.75
Financial		 32.2
Fwd: 22.6		 2.60 0.69
1.1		 51.5%
49.6%		 $11.27
3.5%		 12.9% 16.5% EPS: +2.8% | Sales: +11.3% 4.2 10.0 9.1 N/A 7.2
IDXX
$669.00
Healthcare		 53.0
Fwd: 46.3		 3.42 0.71
1.1		 64.6%
24.6%		 $12.07
1.8%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 10.0 8.6 N/A 7.2
GWW
$923.47
Industrials		 25.8
Fwd: 21.1		 3.58 0.76
2.7		 49.0%
9.8%		 $25.91
2.8%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 9.3 8.1 N/A 7.2
WING
$227.29
Consumer Cyclical		 37.1
Fwd: 47.7		 2.08 N/A
4.0		 N/A
25.5%		 $2.25
1.0%		 25.7% 39.9% EPS: +79.0% | Sales: +15.6% 5.6 8.8 7.7 N/A 7.2
TT
$413.78
Industrials		 31.8
Fwd: 27.9		 2.23 0.55
1.2		 37.1%
13.9%		 $11.51
2.8%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 8.6 7.3 N/A 7.1
JNJ
$199.58
Healthcare		 19.3
Fwd: 17.3		 2.59 0.58
1.1		 33.6%
27.3%		 $8.13
4.1%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 5.6 8.3 6.3 N/A 7.1
DOCS
$47.07
Healthcare		 37.5
Fwd: 27.4		 3.47 0.01
7.8		 24.6%
40.7%		 $1.66
3.5%		 37.4% 79.5% EPS: +44.1% | Sales: +20.2% 4.6 8.9 9.6 N/A 7.0
ULTA
$509.57
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 9.3 8.0 N/A 7.0
SCHW
$91.91
Financial		 21.6
Fwd: 16.4		 0.82 0.56
1.2		 17.1%
28.6%		 $11.56
12.6%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 5.3 7.2 N/A 7.0
CTSH
$71.17
Technology		 16.5
Fwd: 12.7		 1.90 0.08
2.4		 14.5%
10.2%		 $5.49
7.7%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 6.3 6.0 N/A 6.9
USLM
$116.64
Basic Materials		 25.6
Fwd: 24.1		 2.25 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.0 8.9 7.9 N/A 6.9
SE
$145.75
Consumer Cyclical		 62.4
Fwd: 31.5		 1.34 0.42
1.4		 15.7%
6.8%		 N/A
N/A		 50.5% N/A EPS: +1347.0% | Sales: +35.2% 7.4 6.3 6.8 N/A 6.9
ZTS
$118.80
Healthcare		 20.0
Fwd: 17.4		 2.53 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 7.8 7.2 N/A 6.9
CMI
$455.98
Industrials		 23.7
Fwd: 17.7		 1.87 0.68
1.8		 23.8%
7.9%		 $16.50
3.6%		 7.7% 14.4% EPS: +27.4% | Sales: -1.8% 7.9 5.8 6.3 N/A 6.8
DAL
$55.76
Industrials		 7.9
Fwd: 7.7		 0.79 1.11
0.4		 28.5%
7.4%		 $4.71
8.4%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 4.5 5.1 N/A 6.8
MNST
$71.84
Consumer Defensive		 40.9
Fwd: 32.3		 2.69 0.00
3.2		 25.5%
21.6%		 $2.03
2.8%		 12.3% 8.0% EPS: +12.8% | Sales: +7.6% 4.5 8.8 8.5 N/A 6.8
ILMN
$120.08
Healthcare		 26.9
Fwd: 23.9		 2.44 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 6.3 7.2 7.2 N/A 6.8
MAR
$282.89
Consumer Cyclical		 29.9
Fwd: 25.0		 2.83 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.8 7.8 7.1 N/A 6.8
JKHY
$163.64
Technology		 24.9
Fwd: 23.4		 3.68 0.03
1.3		 23.4%
19.9%		 $8.23
5.0%		 7.0% 10.1% EPS: +20.4% | Sales: +7.8% 4.7 8.3 7.7 N/A 6.8
ORLY
$99.56
Consumer Cyclical		 34.5
Fwd: 30.0		 3.30 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 9.7 7.1 N/A 6.8
TXN
$154.99
Technology		 28.3
Fwd: 25.5		 2.29 0.84
4.5		 29.6%
29.1%		 $2.29
1.5%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 7.1 5.3 N/A 6.8
CPRT
$41.33
Industrials		 26.0
Fwd: 22.3		 2.46 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.0 7.5 7.5 N/A 6.7
FAST
$39.70
Industrials		 37.2
Fwd: 32.6		 3.75 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 9.5 7.0 N/A 6.7
MA
$536.85
Financial		 34.3
Fwd: 28.1		 2.28 2.40
1.1		 185.7%
45.2%		 $18.73
3.5%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.7 8.4 N/A 6.7
CTAS
$183.76
Industrials		 40.8
Fwd: 34.2		 3.87 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 9.3 8.4 N/A 6.7
CB
$295.58
Financial		 12.3
Fwd: 11.2		 1.48 0.31
0.4		 14.1%
16.5%		 $37.32
12.6%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 5.4 7.7 N/A 6.7
AMZN
$232.87
Consumer Cyclical		 32.9
Fwd: 29.6		 1.61 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 7.0 6.2 7.1 N/A 6.6
MELI
$2057.72
Consumer Cyclical		 50.2
Fwd: 33.5		 1.61 2.08
1.2		 40.6%
7.9%		 $130.48
6.3%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 7.1 6.1 8.8 N/A 6.6
PCTY
$145.32
Technology		 36.4
Fwd: 17.8		 3.65 0.12
1.0		 20.4%
13.8%		 $7.33
5.0%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.8 7.9 9.0 N/A 6.6
CPAY
$274.18
Technology		 18.6
Fwd: 11.0		 1.24 1.99
1.1		 29.4%
24.4%		 $16.34
6.0%		 8.4% 7.0% EPS: +4.5% | Sales: +11.3% 8.8 5.0 6.1 N/A 6.6
BMI
$174.59
Technology		 37.2
Fwd: 32.0		 3.36 0.00
3.2		 21.4%
15.4%		 $5.64
3.2%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.8 7.8 8.7 N/A 6.5
VRSN
$250.19
Technology		 29.1
Fwd: 25.5		 3.39 N/A
0.5		 N/A
49.9%		 $10.84
4.3%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.8 7.8 5.3 N/A 6.5
HLT
$266.05
Consumer Cyclical		 38.5
Fwd: 29.3		 2.84 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 5.0 8.1 7.5 N/A 6.5
BMRN
$54.46
Healthcare		 20.4
Fwd: 12.0		 0.62 0.10
4.8		 9.1%
16.9%		 $4.33
8.0%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 4.0 6.7 N/A 6.5
ADSK
$291.96
Technology		 60.5
Fwd: 25.8		 3.88 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 7.8 8.8 N/A 6.5
GD
$341.78
Industrials		 22.1
Fwd: 19.9		 1.96 0.40
1.4		 17.8%
8.2%		 $17.81
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 5.9 6.1 N/A 6.5
WPM
$102.28
Basic Materials		 46.4
Fwd: 31.4		 1.35 0.00
8.1		 13.1%
54.7%		 $1.53
1.5%		 8.3% 43.3% EPS: +64.1% | Sales: +50.3% 6.1 6.7 6.1 N/A 6.4
GGG
$79.28
Industrials		 27.1
Fwd: 24.9		 3.56 0.02
3.2		 19.4%
22.7%		 $3.76
4.7%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.3 8.3 7.0 N/A 6.3
TJX
$145.18
Consumer Cyclical		 33.1
Fwd: 28.6		 3.45 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 8.5 6.5 N/A 6.3
BR
$224.77
Technology		 28.7
Fwd: 21.9		 2.96 1.32
0.9		 38.2%
13.1%		 $11.03
4.9%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 6.6 7.3 N/A 6.3
NVMI
$286.78
Technology		 37.6
Fwd: 29.9		 2.22 0.75
4.6		 23.6%
28.7%		 $7.81
2.7%		 24.5% 35.3% EPS: +40.9% | Sales: +39.4% 6.4 6.2 8.0 N/A 6.3
SQ
$58.89
Technology		 11.8
Fwd: 18.2		 1.62 0.36
2.2		 14.8%
13.1%		 $3.01
5.1%		 38.6% 41.5% EPS: +178.1% | Sales: +0.5% 8.1 5.0 5.9 N/A 6.3
CINF
$161.44
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.90
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 6.3 6.4 N/A 6.2
BABA
$157.71
Consumer Cyclical		 18.4
Fwd: 16.5		 2.13 0.23
1.4		 15.2%
14.8%		 $4.78
3.0%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 6.8 5.7 5.5 N/A 6.2
TXRH
$169.71
Consumer Cyclical		 25.9
Fwd: 25.5		 3.13 0.64
0.4		 31.6%
7.5%		 $5.15
3.0%		 14.3% 21.3% EPS: +12.4% | Sales: +14.4% 5.0 7.4 7.5 N/A 6.2
CMG
$30.53
Consumer Cyclical		 26.9
Fwd: 25.1		 3.20 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.6 8.6 N/A 6.2
PAYX
$110.48
Technology		 24.8
Fwd: 18.8		 3.21 1.26
1.3		 41.3%
27.9%		 $5.04
4.6%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 7.0 6.8 N/A 6.1
ROST
$159.41
Consumer Cyclical		 25.3
Fwd: 23.1		 4.24 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 8.2 6.5 N/A 6.0
MKTX
$173.46
Financial		 29.5
Fwd: 21.2		 3.61 0.05
2.2		 15.9%
26.0%		 $9.31
5.4%		 9.8% 6.2% EPS: -20.3% | Sales: +4.0% 3.9 7.7 7.0 N/A 5.9
AVGO
$342.65
Technology		 87.5
Fwd: 36.7		 2.45 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 5.3 6.3 7.7 N/A 5.9
NKE
$62.90
Consumer Cyclical		 32.2
Fwd: 25.2		 2.69 0.82
2.2		 21.1%
6.2%		 $2.04
3.2%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.8 6.0 6.1 N/A 5.9
PTC
$174.21
Technology		 28.4
Fwd: 20.2		 3.51 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 6.4 7.8 N/A 5.8
EW
$84.74
Healthcare		 36.1
Fwd: 29.5		 3.67 0.07
4.0		 13.6%
23.5%		 $1.39
1.6%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.6 6.7 5.1 N/A 5.8
MTB
$181.06
Financial		 11.2
Fwd: 9.6		 0.88 0.52
0.4		 9.6%
19.8%		 $23.79
13.1%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 2.5 6.2 N/A 5.8
KO
$70.68
Consumer Defensive		 23.4
Fwd: 22.0		 3.76 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 6.6 5.3 N/A 5.7
GDDY
$125.19
Technology		 21.6
Fwd: 17.5		 2.00 42.17
0.6		 369.4%
17.0%		 $11.38
9.1%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.6 4.4 8.2 N/A 5.7
SBUX
$83.69
Consumer Cyclical		 51.4
Fwd: 27.6		 2.81 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 5.8 5.6 7.2 N/A 5.7
MCD
$304.90
Consumer Cyclical		 26.0
Fwd: 23.0		 3.74 N/A
1.0		 N/A
32.0%		 $10.35
3.4%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 7.0 6.1 N/A 5.7
PH
$820.97
Industrials		 29.2
Fwd: 24.9		 3.13 0.75
1.1		 27.3%
18.2%		 $26.83
3.3%		 7.7% 23.9% EPS: +26.7% | Sales: +0.2% 4.3 7.0 7.7 N/A 5.7
AME
$191.19
Industrials		 30.2
Fwd: 24.0		 3.80 0.26
1.2		 14.6%
20.5%		 $7.13
3.7%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.9 6.4 6.7 N/A 5.7
INTU
$645.98
Technology		 47.1
Fwd: 24.6		 3.35 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.8 6.3 8.0 N/A 5.7
QCOM
$166.75
Technology		 34.1
Fwd: 13.2		 14.57 0.74
2.8		 23.3%
12.5%		 $11.97
7.2%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 6.9 7.4 N/A 5.7
WRB
$77.10
Financial		 16.2
Fwd: 16.6		 2.53 0.32
0.4		 20.9%
13.0%		 $8.64
11.2%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.2 6.0 8.4 N/A 5.6
ROL
$57.96
Consumer Cyclical		 54.4
Fwd: 46.0		 4.21 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.6 9.1 N/A 5.6
FITB
$41.12
Financial		 12.3
Fwd: 11.7		 0.81 0.90
0.2		 11.5%
16.0%		 $4.31
10.5%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 2.5 5.4 N/A 5.6
DKS
$208.98
Consumer Cyclical		 14.6
Fwd: 13.7		 2.85 1.37
1.7		 37.4%
8.5%		 $5.18
2.5%		 9.0% 33.3% EPS: +4.6% | Sales: +2.7% 5.8 5.4 6.7 N/A 5.6
ETN
$342.75
Industrials		 34.3
Fwd: 24.9		 2.68 0.60
1.3		 20.7%
14.7%		 $8.55
2.5%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 5.0 6.0 6.3 N/A 5.5
UNP
$221.00
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 5.0 5.8 N/A 5.5
DIS
$105.69
Communication Services		 15.4
Fwd: 14.3		 1.32 0.41
0.7		 11.8%
13.2%		 $5.65
5.3%		 7.7% N/A EPS: +152.3% | Sales: +3.6% 8.2 3.4 5.0 N/A 5.5
ITW
$241.41
Industrials		 23.4
Fwd: 21.6		 33.95 2.79
1.5		 91.7%
19.1%		 $9.81
4.1%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 7.0 7.3 N/A 5.5
REGN
$704.31
Healthcare		 16.9
Fwd: 16.4		 4.85 0.09
4.1		 15.2%
32.1%		 $40.18
5.7%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 6.8 7.7 N/A 5.5
COST
$912.59
Consumer Defensive		 50.1
Fwd: 41.3		 4.74 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.8 8.7 N/A 5.5
DOCU
$64.67
Technology		 48.8
Fwd: 16.0		 5.51 0.06
0.7		 14.2%
9.1%		 $4.65
7.2%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 6.6 7.7 N/A 5.5
ISRG
$546.71
Healthcare		 72.4
Fwd: 56.5		 4.84 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 7.8 7.0 N/A 5.5
MCO
$472.12
Financial		 38.0
Fwd: 29.0		 2.83 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 6.6 7.5 N/A 5.4
SBAC
$195.78
Real Estate		 24.6
Fwd: 22.2		 2.86 N/A
0.5		 N/A
30.7%		 $3.60
1.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 5.4 6.2 N/A 5.3
PLTR
$171.25
Technology		 400.5
Fwd: 173.1		 8.10 0.04
6.4		 19.8%
28.1%		 $0.75
0.4%		 31.0% N/A EPS: +116.3% | Sales: +47.2% 1.8 7.7 8.7 N/A 5.3
CMCSA
$27.22
Communication Services		 4.5
Fwd: 6.5		 2.95 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.8 4.8 5.6 N/A 5.2
LIN
$417.85
Basic Materials		 28.0
Fwd: 23.4		 3.46 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.4 6.1 6.6 N/A 5.2
GS
$775.56
Financial		 15.8
Fwd: 14.0		 1.04 5.24
1.3		 13.6%
12.5%		 $191.02
24.6%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 2.6 6.9 N/A 5.2
A
$144.52
Healthcare		 33.9
Fwd: 24.0		 4.31 0.54
2.2		 19.9%
18.0%		 $3.84
2.7%		 4.8% 5.6% EPS: -11.5% | Sales: +4.5% 4.0 6.2 6.1 N/A 5.2
CAT
$552.05
Industrials		 28.3
Fwd: 24.9		 4.27 2.01
1.4		 46.3%
14.3%		 $16.16
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.4 6.9 6.8 N/A 5.2
HON
$196.08
Industrials		 20.7
Fwd: 19.1		 3.32 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.4 6.1 N/A 5.2
TRI
$137.14
Industrials		 35.3
Fwd: 30.7		 3.50 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 4.0 6.3 6.1 N/A 5.2
LMT
$470.78
Industrials		 26.3
Fwd: 16.0		 2.21 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 6.5 3.8 6.5 N/A 5.1
WST
$262.41
Healthcare		 38.9
Fwd: 33.7		 4.20 0.10
2.9		 16.9%
16.3%		 $5.27
2.0%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 6.5 6.7 N/A 5.1
PANW
$202.90
Technology		 126.8
Fwd: 47.0		 9.41 0.05
0.9		 17.4%
12.3%		 $5.07
2.5%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 6.7 7.5 N/A 5.1
ROK
$370.10
Industrials		 48.3
Fwd: 27.2		 3.56 1.00
1.1		 24.2%
10.4%		 $12.09
3.3%		 5.7% -2.6% EPS: -7.5% | Sales: +1.0% 4.1 6.0 6.6 N/A 5.1
CRM
$237.03
Technology		 34.4
Fwd: 18.6		 2.73 0.19
1.0		 11.2%
16.9%		 $13.12
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.7 4.6 7.0 N/A 5.1
CDNS
$311.29
Technology		 80.3
Fwd: 38.6		 5.00 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 6.4 7.3 N/A 5.1
SLB
$35.80
Energy		 13.8
Fwd: 12.2		 N/A 0.50
1.4		 15.5%
10.3%		 $2.73
7.6%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 4.0 5.2 N/A 5.0
VEEV
$277.01
Healthcare		 56.8
Fwd: 32.7		 4.02 0.01
5.6		 13.7%
27.3%		 $8.10
2.9%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 6.7 8.4 N/A 5.0
AXP
$341.25
Financial		 22.9
Fwd: 19.6		 1.84 1.83
7.2		 33.7%
13.2%		 $27.50
8.1%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 6.2 4.0 6.9 N/A 5.0
POOL
$237.84
Industrials		 21.7
Fwd: 20.5		 4.55 1.01
2.6		 29.2%
7.8%		 $10.59
4.5%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 5.9 7.5 N/A 5.0
NOW
$835.79
Technology		 101.1
Fwd: 41.0		 4.89 0.21
1.0		 16.8%
13.7%		 $19.03
2.3%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 6.3 8.4 N/A 5.0
UPS
$94.19
Industrials		 14.6
Fwd: 13.1		 12.65 1.85
1.3		 33.7%
6.2%		 $5.18
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.9 5.8 N/A 5.0
XOM
$117.68
Energy		 17.1
Fwd: 15.9		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.8 5.1 5.8 N/A 5.0
SMCI
$34.10
Technology		 27.3
Fwd: 11.2		 1.41 0.74
5.4		 12.8%
3.8%		 $0.37
1.1%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.5 2.4 5.2 N/A 4.9
ATEN
$16.84
Technology		 24.7
Fwd: 17.8		 3.63 1.11
3.6		 23.9%
17.8%		 $1.00
6.0%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.8 5.0 5.8 N/A 4.9
BLK
$1023.80
Financial		 26.6
Fwd: 18.9		 2.20 0.27
4.0		 12.6%
25.9%		 $24.65
2.4%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 4.4 4.0 N/A 4.9
ONTO
$127.30
Technology		 35.9
Fwd: 21.7		 3.64 0.01
9.5		 9.0%
17.5%		 $5.33
4.2%		 26.4% 129.6% EPS: -4.2% | Sales: +6.4% 4.8 4.8 7.3 N/A 4.8
PODD
$328.02
Healthcare		 95.2
Fwd: 53.3		 2.81 0.75
2.8		 19.7%
9.8%		 $6.02
1.8%		 22.9% 98.8% EPS: -41.7% | Sales: +27.1% 4.2 5.2 8.3 N/A 4.8
UL
$59.21
Consumer Defensive		 24.3
Fwd: 16.4		 3.27 1.80
0.8		 28.4%
9.3%		 $2.75
4.6%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.8 4.8 5.9 N/A 4.8
ECL
$255.46
Basic Materials		 36.7
Fwd: 30.1		 2.78 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 4.5 5.0 5.3 N/A 4.8
EA
$200.77
Communication Services		 58.7
Fwd: 21.7		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 5.6 6.0 N/A 4.7
ENPH
$27.53
Technology		 19.1
Fwd: 13.1		 10.76 1.24
2.0		 20.3%
12.9%		 $1.66
6.0%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 5.1 6.8 N/A 4.7
JPM
$300.37
Financial		 14.9
Fwd: 14.2		 1.86 3.06
1.1		 16.4%
20.4%		 $16.86
5.6%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.9 2.7 5.6 N/A 4.7
BLDR
$99.42
Industrials		 18.9
Fwd: 15.3		 N/A 1.18
1.8		 13.6%
3.8%		 $9.23
9.3%		 17.6% 36.7% EPS: -48.8% | Sales: -6.4% 6.7 2.8 7.2 N/A 4.7
LMAT
$86.99
Healthcare		 37.4
Fwd: 33.7		 2.77 0.49
13.2		 15.0%
22.1%		 $2.92
3.4%		 13.4% 17.0% EPS: +28.0% | Sales: +13.1% 4.9 4.5 7.2 N/A 4.7
NDAQ
$85.70
Financial		 30.6
Fwd: 22.6		 2.15 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 6.0 3.5 6.0 N/A 4.7
CPNG
$27.81
Consumer Cyclical		 131.6
Fwd: 50.7		 1.02 1.04
1.1		 8.7%
1.2%		 $0.69
2.5%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 1.4 6.6 N/A 4.7
CHD
$83.02
Consumer Defensive		 26.1
Fwd: 22.2		 5.12 0.57
1.1		 18.6%
12.7%		 $4.26
5.1%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 5.2 6.5 N/A 4.6
SHOP
$139.93
Technology		 102.5
Fwd: 77.0		 4.83 0.09
3.9		 15.7%
16.6%		 $1.45
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 6.5 7.7 N/A 4.6
CROX
$77.15
Consumer Cyclical		 25.1
Fwd: 6.5		 N/A 1.25
1.4		 11.8%
4.5%		 $13.80
17.9%		 27.2% 57.0% EPS: -77.3% | Sales: +0.0% 6.7 2.4 7.1 N/A 4.6
EPAM
$177.78
Technology		 27.1
Fwd: 14.2		 3.10 0.04
3.0		 10.2%
7.0%		 $8.31
4.7%		 15.6% 11.6% EPS: -15.5% | Sales: +14.3% 5.0 4.3 6.2 N/A 4.6
VMC
$280.08
Basic Materials		 33.3
Fwd: 28.5		 2.33 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 5.0 4.0 5.1 N/A 4.5
VRSK
$219.10
Industrials		 33.5
Fwd: 28.6		 3.79 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.0 8.0 N/A 4.5
XYL
$140.99
Industrials		 36.3
Fwd: 25.3		 2.75 0.19
2.0		 8.7%
10.7%		 $3.80
2.7%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 5.3 3.7 5.6 N/A 4.5
CHTR
$201.84
Communication Services		 5.6
Fwd: 4.7		 0.48 6.24
0.4		 34.8%
9.3%		 $16.96
8.4%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 8.8 1.0 4.9 N/A 4.5
SPGI
$488.95
Financial		 35.5
Fwd: 24.7		 2.94 0.36
1.0		 12.6%
28.1%		 $18.04
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.5 4.4 6.5 N/A 4.4
NOC
$563.03
Industrials		 20.2
Fwd: 19.5		 3.29 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 5.0 3.9 5.7 N/A 4.4
COP
$88.72
Energy		 12.6
Fwd: 14.0		 7.34 0.36
1.3		 15.4%
14.8%		 $5.73
6.5%		 11.0% 4.1% EPS: -16.1% | Sales: +8.4% 3.9 4.8 5.3 N/A 4.3
BRO
$80.71
Financial		 24.2
Fwd: 17.1		 2.30 0.65
1.2		 10.5%
18.0%		 $3.81
4.7%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.9 2.8 6.6 N/A 4.3
TDY
$499.55
Technology		 28.9
Fwd: 21.1		 3.24 0.24
1.8		 8.1%
13.6%		 $22.11
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 5.0 3.7 5.8 N/A 4.2
MS
$159.45
Financial		 16.4
Fwd: 15.2		 1.24 3.92
1.6		 15.2%
13.8%		 $6.51
4.1%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 1.1 4.1 N/A 4.2
HD
$358.03
Consumer Cyclical		 24.3
Fwd: 22.1		 4.72 5.75
1.1		 193.9%
8.9%		 $14.30
4.0%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.5 7.2 N/A 4.2
ETSY
$54.62
Consumer Cyclical		 38.2
Fwd: 21.4		 4.43 N/A
3.2		 N/A
6.4%		 $6.43
11.8%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 4.1 7.2 N/A 4.2
GATX
$152.69
Industrials		 17.9
Fwd: 15.7		 1.90 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 1.0 4.5 N/A 4.2
TDG
$1335.77
Industrials		 41.6
Fwd: 29.0		 3.29 N/A
3.2		 N/A
21.1%		 $32.24
2.4%		 11.6% 31.1% EPS: +25.4% | Sales: +11.3% 4.1 4.2 6.3 N/A 4.2
WMT
$102.95
Consumer Defensive		 38.8
Fwd: 34.9		 4.16 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 5.1 5.5 N/A 4.2
CME
$279.13
Financial		 27.1
Fwd: 24.1		 4.19 0.13
1.0		 13.3%
58.1%		 $11.32
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 5.8 6.3 N/A 4.1
IEX
$162.76
Industrials		 25.7
Fwd: 19.6		 5.77 0.48
2.9		 12.2%
14.0%		 $7.80
4.8%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 4.2 5.2 N/A 4.1
RSG
$209.81
Industrials		 31.2
Fwd: 28.7		 3.92 1.14
0.6		 18.2%
12.8%		 $8.17
3.9%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.3 3.9 6.2 N/A 4.1
VICI
$30.13
Real Estate		 11.5
Fwd: 10.6		 2.54 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 2.9 5.8 N/A 4.1
EMR
$126.93
Industrials		 31.4
Fwd: 17.9		 3.69 0.68
0.9		 10.9%
12.7%		 $4.75
3.7%		 1.4% 4.5% EPS: +18.1% | Sales: +3.0% 4.8 3.4 4.9 N/A 4.1
BSX
$101.76
Healthcare		 54.4
Fwd: 29.3		 3.37 0.51
1.5		 12.7%
14.4%		 $2.58
2.5%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.6 3.6 5.6 N/A 4.0
ICE
$150.33
Financial		 27.4
Fwd: 20.1		 2.43 0.68
1.0		 11.3%
26.6%		 $7.88
5.2%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 2.7 6.2 N/A 4.0
MSI
$377.69
Technology		 30.3
Fwd: 23.2		 3.62 4.27
1.0		 115.8%
18.7%		 $14.49
3.8%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 3.4 7.3 N/A 4.0
SHW
$326.81
Basic Materials		 31.9
Fwd: 26.0		 4.11 3.25
0.8		 59.9%
11.1%		 $9.79
3.0%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 5.0 7.3 N/A 4.0
TYL
$463.05
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 4.5 6.2 N/A 4.0
ATKR
$64.65
Industrials		 20.8
Fwd: 11.9		 N/A 0.64
3.1		 7.3%
3.8%		 $7.76
12.0%		 10.8% 35.0% EPS: -78.2% | Sales: -12.1% 6.7 1.4 6.7 N/A 4.0
AMD
$240.52
Technology		 118.9
Fwd: 37.5		 2.70 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 5.0 3.1 7.2 N/A 3.9
MLM
$589.97
Basic Materials		 31.1
Fwd: 27.2		 2.68 0.61
3.0		 11.6%
17.3%		 $16.70
2.8%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.7 3.1 5.0 N/A 3.9
HOLX
$74.14
Healthcare		 29.9
Fwd: 14.8		 3.54 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.5 3.4 5.1 N/A 3.9
BRK-B
$503.26
Financial		 16.1
Fwd: 23.3		 47.33 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 4.5 3.7 N/A 3.8
PSA
$270.27
Real Estate		 28.1
Fwd: 26.1		 30.86 1.08
1.7		 20.0%
35.4%		 $16.69
6.2%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 4.5 7.1 N/A 3.8
RTX
$175.63
Industrials		 36.1
Fwd: 25.8		 3.62 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.4 3.1 4.9 N/A 3.7
TMO
$567.16
Healthcare		 32.8
Fwd: 23.1		 4.40 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 3.5 5.8 N/A 3.7
KMI
$27.14
Energy		 22.2
Fwd: 19.8		 2.55 1.06
0.6		 8.9%
16.6%		 $1.12
4.1%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.9 2.4 5.1 N/A 3.7
BILL
$49.63
Technology		 N/A
Fwd: 19.3		 N/A 0.49
1.7		 0.3%
0.8%		 $3.13
6.3%		 56.1% N/A EPS: +50.7% | Sales: +11.6% 6.6 1.6 5.5 N/A 3.7
MKC
$64.57
Consumer Defensive		 22.3
Fwd: 20.3		 4.10 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 3.5 4.4 N/A 3.7
SNPS
$390.24
Technology		 30.6
Fwd: 28.0		 3.35 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 2.8 4.8 N/A 3.6
MDT
$96.28
Healthcare		 26.6
Fwd: 15.8		 4.53 0.60
2.0		 9.7%
13.6%		 $4.13
4.3%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 3.4 4.9 N/A 3.6
ROP
$443.88
Technology		 30.6
Fwd: 20.5		 3.53 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 5.0 2.6 5.2 N/A 3.6
SYK
$360.13
Healthcare		 47.3
Fwd: 24.1		 4.24 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 3.5 5.4 N/A 3.6
KEYS
$175.51
Technology		 55.9
Fwd: 22.5		 4.53 0.49
3.6		 10.0%
10.4%		 $8.23
4.7%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 3.3 4.7 N/A 3.6
HEI
$310.88
Industrials		 68.1
Fwd: 58.4		 3.91 0.59
3.4		 16.7%
15.0%		 $6.48
2.1%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 2.8 4.2 6.2 N/A 3.5
HUBS
$369.10
Technology		 N/A
Fwd: 32.1		 N/A 0.15
1.4		 -0.2%
-0.1%		 $12.50
3.4%		 31.2% N/A EPS: +75.3% | Sales: +19.2% 6.0 1.8 5.5 N/A 3.5
COF
$201.01
Financial		 85.2
Fwd: 9.7		 3.91 0.45
2.1		 1.5%
1.7%		 $32.79
16.3%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.8 2.4 5.4 N/A 3.5
PWR
$426.87
Industrials		 63.3
Fwd: 34.3		 3.69 0.72
1.3		 13.2%
3.7%		 $8.39
2.0%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.9 3.1 7.0 N/A 3.5
AMT
$180.47
Real Estate		 28.8
Fwd: 26.1		 1.93 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.1 1.0 5.4 N/A 3.5
ESTC
$87.44
Technology		 N/A
Fwd: 32.4		 N/A 0.61
2.0		 -9.7%
-5.4%		 $2.96
3.4%		 28.2% 13.2% EPS: -229.0% | Sales: +17.4% 6.0 1.7 5.2 N/A 3.5
FISV
$62.70
Technology		 9.7
Fwd: 7.4		 6.55 1.21
1.1		 13.6%
17.1%		 $8.62
13.8%		 15.0% 25.8% EPS: +24.9% | Sales: +5.2% 4.1 3.0 7.0 N/A 3.5
PEP
$147.83
Consumer Defensive		 28.1
Fwd: 17.2		 8.06 2.62
0.9		 37.2%
7.8%		 $4.96
3.4%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.0 6.3 N/A 3.4
ENB
$47.75
Energy		 26.2
Fwd: 21.3		 3.71 1.59
0.8		 9.0%
8.7%		 $1.61
3.4%		 0.9% -3.0% EPS: -15.1% | Sales: +29.3% 4.4 2.3 4.5 N/A 3.4
QSR
$68.06
Consumer Cyclical		 24.3
Fwd: 17.0		 2.59 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.7 1.0 5.4 N/A 3.4
MRVL
$83.45
Technology		 N/A
Fwd: 24.8		 N/A 0.38
1.9		 -0.8%
-1.4%		 $1.78
2.1%		 16.4% N/A EPS: +89.4% | Sales: +37.0% 6.1 1.5 5.2 N/A 3.4
TRMB
$75.55
Technology		 51.4
Fwd: 21.9		 4.52 0.24
1.0		 6.1%
9.9%		 $1.32
1.8%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 2.9 5.5 N/A 3.3
APD
$253.09
Basic Materials		 N/A
Fwd: 18.2		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -110.3% | Sales: -0.5% 5.2 1.4 4.5 N/A 3.3
ORCL
$219.86
Technology		 50.9
Fwd: 27.5		 2.33 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 6.4 1.0 5.2 N/A 3.3
ELF
$72.79
Consumer Defensive		 51.6
Fwd: 20.7		 5.84 0.81
2.7		 8.8%
5.9%		 $2.38
3.3%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 2.4 7.2 N/A 3.2
WDAY
$224.95
Technology		 104.0
Fwd: 21.2		 4.86 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 2.5 6.2 N/A 3.1
IQV
$216.12
Healthcare		 29.7
Fwd: 16.7		 3.41 2.47
0.7		 19.6%
8.1%		 $12.98
6.0%		 6.8% 50.9% EPS: -4.7% | Sales: +3.9% 4.8 1.8 6.3 N/A 3.1
O
$57.00
Real Estate		 53.3
Fwd: 36.6		 2.87 0.74
2.2		 2.5%
17.1%		 $3.96
6.9%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 4.5 1.6 6.5 N/A 3.0
WM
$207.97
Industrials		 32.8
Fwd: 25.0		 3.48 2.45
0.8		 29.3%
10.3%		 $5.96
2.9%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.4 1.7 5.5 N/A 3.0
FROG
$56.87
Technology		 N/A
Fwd: 64.6		 N/A 0.01
2.1		 -9.9%
-15.9%		 $1.19
2.1%		 32.5% -60.3% EPS: -32.5% | Sales: +22.7% 4.7 1.7 5.0 N/A 3.0
EXR
$130.55
Real Estate		 29.2
Fwd: 26.8		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 1.8 6.2 N/A 2.9
ICLR
$156.49
Healthcare		 21.2
Fwd: 11.6		 9.57 0.38
1.1		 6.3%
7.4%		 $12.49
8.0%		 24.2% 6.5% EPS: -17.9% | Sales: -2.5% 4.1 1.8 6.4 N/A 2.8
EXAS
$67.15
Healthcare		 N/A
Fwd: 219.6		 N/A 1.01
2.7		 -34.5%
-32.0%		 $1.30
1.9%		 25.8% -54.2% EPS: -353.7% | Sales: +14.5% 4.3 1.7 5.1 N/A 2.8
LHX
$287.69
Industrials		 30.9
Fwd: 23.2		 11.03 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 1.6 5.5 N/A 2.8
TECH
$58.61
Healthcare		 119.8
Fwd: 26.5		 11.75 0.20
4.2		 3.8%
6.4%		 $1.44
2.5%		 10.6% -20.6% EPS: -48.2% | Sales: +3.9% 3.7 2.0 6.2 N/A 2.8
IR
$73.67
Industrials		 54.6
Fwd: 20.6		 9.22 0.48
2.2		 5.3%
7.3%		 $3.16
4.3%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 4.0 1.4 7.1 N/A 2.7
DHR
$220.44
Healthcare		 45.4
Fwd: 26.2		 6.10 0.36
1.5		 6.8%
14.4%		 $7.10
3.2%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 1.8 5.2 N/A 2.6
FIS
$63.93
Technology		 201.3
Fwd: 10.1		 20.61 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 1.4 5.3 N/A 2.5
ON
$46.02
Technology		 60.0
Fwd: 15.8		 68.24 0.46
5.2		 3.9%
5.2%		 $3.40
7.4%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 1.4 5.9 N/A 2.5
ABBV
$234.00
Healthcare		 176.6
Fwd: 16.4		 10.93 N/A
0.7		 138.5%
3.9%		 $11.14
4.8%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 1.1 6.2 N/A 2.2
CELH
$40.16
Consumer Defensive		 441.8
Fwd: 26.5		 7.27 0.29
1.8		 3.1%
1.1%		 $2.03
5.1%		 78.3% 54.3% EPS: -87.0% | Sales: +55.1% 3.2 1.0 7.1 N/A 2.0
CSGP
$67.00
Real Estate		 1303.5
Fwd: 47.0		 37.16 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 2.0 6.5 N/A 2.0
TSLA
$408.92
Consumer Cyclical		 273.2
Fwd: 184.2		 30.49 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 1.8 6.6 N/A 1.9
DLR
$157.70
Real Estate		 40.7
Fwd: 96.3		 4.51 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 1.6 5.0 N/A 1.9
DDOG
$180.26
Technology		 610.6
Fwd: 78.0		 38.19 0.37
3.6		 3.5%
3.3%		 $2.68
1.5%		 49.2% N/A EPS: -46.1% | Sales: +26.6% 2.0 1.6 6.5 N/A 1.8
AXON
$543.23
Industrials		 172.0
Fwd: 71.5		 9.78 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.0 5.2 N/A 1.4
ADBE
$325.07
Technology		 20.2
Fwd: 13.9		 1.58 0.56
1.0		 52.9%
30.0%		 $22.92
7.1%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.8 9.6 9.2 9.6
ODD
$37.20
Consumer Defensive		 20.8
Fwd: 16.7		 1.14 0.07
6.3		 30.4%
14.7%		 $2.33
6.3%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.9 9.9 10.0 7.9 9.5
APPF
$238.28
Technology		 42.8
Fwd: 37.4		 1.86 0.08
2.9		 44.7%
22.5%		 $5.89
2.5%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.7 9.8 9.7 9.3 9.4
ASML
$1020.00
Technology		 38.2
Fwd: 33.6		 1.69 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.8 9.3 9.1 9.4
MEDP
$585.76
Healthcare		 41.0
Fwd: 35.2		 2.95 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 5.2 9.9 10.0 9.3 9.4
EXEL
$42.42
Healthcare		 17.9
Fwd: 13.1		 0.53 0.08
3.8		 30.6%
29.6%		 $2.91
6.9%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 8.9 8.2 9.3
DECK
$80.72
Consumer Cyclical		 12.0
Fwd: 11.8		 1.70 0.14
3.1		 43.3%
19.4%		 $6.72
8.3%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.5 9.6 9.5 9.3
NVDA
$186.60
Technology		 53.1
Fwd: 27.5		 1.28 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.6 9.6 9.2 8.9 9.3
PAYC
$164.09
Technology		 20.4
Fwd: 16.3		 1.89 0.05
1.1		 28.6%
22.6%		 $7.01
4.3%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.3 9.1 9.8 9.3
QLYS
$139.46
Technology		 27.0
Fwd: 18.8		 3.10 0.10
1.4		 38.6%
29.0%		 $7.57
5.4%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 5.0 9.9 9.7 7.8 9.2
GOOGL
$285.02
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.5 8.8 8.6 9.1
FTNT
$81.94
Technology		 33.7
Fwd: 28.0		 3.04 1.35
1.0		 228.0%
28.6%		 $2.73
3.3%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 9.4 9.6 9.4 9.0
PGR
$225.35
Financial		 12.3
Fwd: 13.8		 2.34 0.19
0.7		 34.2%
12.6%		 $29.08
12.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.3 9.8 9.4 9.0
CPRX
$22.56
Healthcare		 13.2
Fwd: 12.6		 1.12 0.00
6.6		 27.5%
37.6%		 $1.91
8.5%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.8 9.3 9.3 6.8 8.9
MANH
$170.94
Technology		 48.5
Fwd: 31.5		 5.47 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 10.0 9.7 6.1 8.9
ANET
$127.26
Technology		 48.4
Fwd: 37.9		 2.29 0.00
3.2		 31.7%
39.7%		 $3.21
2.5%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.6 9.9 6.6 8.8
DUOL
$178.27
Technology		 22.7
Fwd: 40.8		 0.55 0.07
2.8		 36.2%
40.0%		 $7.69
4.3%		 60.3% N/A EPS: +318.8% | Sales: +39.9% 8.9 9.2 8.4 7.5 8.8
DOCS
$47.07
Healthcare		 37.5
Fwd: 27.4		 3.47 0.01
7.8		 24.6%
40.7%		 $1.66
3.5%		 37.4% 79.5% EPS: +44.1% | Sales: +20.2% 4.6 9.3 9.6 N/A 8.8
ABNB
$117.60
Consumer Cyclical		 27.8
Fwd: 22.8		 1.82 0.26
1.4		 30.8%
21.9%		 $7.37
6.3%		 18.2% N/A EPS: +47.2% | Sales: +10.6% 7.3 9.9 8.9 5.1 8.8
NSSC
$40.22
Industrials		 32.8
Fwd: 26.2		 1.96 0.03
7.1		 25.0%
23.8%		 $1.44
3.6%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 6.5 9.2 9.2 7.9 8.7
PINS
$25.52
Communication Services		 8.8
Fwd: 13.0		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.5%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.6 7.8 5.9 8.7
RMD
$244.71
Healthcare		 25.0
Fwd: 20.2		 2.20 0.14
2.9		 25.4%
27.4%		 $12.11
5.0%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 8.8 9.3 9.1 8.7
FICO
$1760.25
Technology		 66.3
Fwd: 35.2		 2.66 N/A
0.8		 N/A
32.8%		 $31.19
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.0 9.4 7.9 8.2 8.7
IDXX
$669.00
Healthcare		 53.0
Fwd: 46.3		 3.42 0.71
1.1		 64.6%
24.6%		 $12.07
1.8%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.5 9.2 7.7 8.7
KLAC
$1133.70
Technology		 35.6
Fwd: 27.1		 3.22 1.22
2.6		 99.2%
33.8%		 $29.47
2.6%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 9.3 9.4 7.1 8.6
ADP
$250.90
Technology		 24.8
Fwd: 20.9		 2.62 1.55
1.1		 70.6%
19.8%		 $11.37
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 9.4 8.4 7.3 8.6
LULU
$164.16
Consumer Cyclical		 11.2
Fwd: 13.0		 N/A 0.40
2.3		 42.4%
16.4%		 $9.45
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 9.2 8.9 7.7 8.6
MPWR
$897.01
Technology		 22.9
Fwd: 43.2		 1.14 0.01
4.8		 64.0%
71.2%		 $14.72
1.6%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.6 9.0 8.8 7.4 8.6
CARG
$34.97
Consumer Cyclical		 23.7
Fwd: 13.7		 1.14 0.51
2.7		 35.4%
16.4%		 $2.64
7.5%		 8.7% -11.9% EPS: +427.1% | Sales: +4.2% 9.1 9.6 7.5 5.2 8.6
QFIN
$22.21
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 8.9 8.5 7.4 8.6
BKNG
$4804.01
Consumer Cyclical		 31.2
Fwd: 18.1		 1.77 N/A
1.3		 N/A
19.4%		 $258.00
5.4%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 9.4 7.5 6.9 8.6
LRCX
$147.46
Technology		 32.5
Fwd: 26.4		 2.21 0.44
2.2		 62.3%
29.7%		 $4.42
3.0%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.5 9.2 4.9 8.6
V
$325.75
Financial		 32.2
Fwd: 22.6		 2.60 0.69
1.1		 51.5%
49.6%		 $11.27
3.5%		 12.9% 16.5% EPS: +2.8% | Sales: +11.3% 4.2 9.7 9.5 6.1 8.6
CHKP
$192.10
Technology		 21.1
Fwd: 18.2		 2.54 0.00
1.2		 34.2%
37.6%		 $10.93
5.7%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.8 9.9 7.5 5.2 8.5
MSFT
$507.49
Technology		 36.1
Fwd: 27.1		 2.02 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.5 8.5 9.1 8.4
META
$602.01
Communication Services		 26.6
Fwd: 20.2		 2.24 0.26
2.0		 32.6%
30.9%		 $17.79
3.0%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.7 8.7 8.4 8.4
ACAD
$24.01
Healthcare		 15.4
Fwd: 32.5		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
4.9%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.4 8.2 5.7 8.3
PCTY
$145.32
Technology		 36.4
Fwd: 17.8		 3.65 0.12
1.0		 20.4%
13.8%		 $7.33
5.0%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.8 8.3 9.1 9.1 8.3
HALO
$70.56
Healthcare		 14.8
Fwd: 8.7		 0.47 3.00
1.6		 124.5%
47.9%		 $5.12
7.3%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 8.6 8.4 8.6 7.0 8.2
DPZ
$404.63
Consumer Cyclical		 23.6
Fwd: 20.7		 2.77 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 9.2 7.6 6.9 8.2
AAPL
$267.46
Technology		 35.9
Fwd: 29.5		 3.60 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 9.2 8.8 5.3 8.2
MNST
$71.84
Consumer Defensive		 40.9
Fwd: 32.3		 2.69 0.00
3.2		 25.5%
21.6%		 $2.03
2.8%		 12.3% 8.0% EPS: +12.8% | Sales: +7.6% 4.5 8.9 7.9 7.5 8.2
NFLX
$110.29
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $2.12
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.2 8.7 8.0 8.1
AMAT
$228.71
Technology		 26.4
Fwd: 20.4		 3.35 0.32
2.6		 35.5%
24.7%		 $7.15
3.1%		 10.5% 17.2% EPS: +0.5% | Sales: +4.5% 5.0 8.7 8.8 6.9 8.1
MA
$536.85
Financial		 34.3
Fwd: 28.1		 2.28 2.40
1.1		 185.7%
45.2%		 $18.73
3.5%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.9 8.6 6.7 8.1
ADSK
$291.96
Technology		 60.5
Fwd: 25.8		 3.88 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.1 9.0 8.9 8.0
CTAS
$183.76
Industrials		 40.8
Fwd: 34.2		 3.87 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.6 9.2 7.6 8.0
DT
$45.15
Technology		 27.1
Fwd: 24.5		 1.77 0.03
1.5		 20.6%
27.3%		 $1.58
3.5%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.8 8.2 7.7 7.6 8.0
APP
$539.27
Communication Services		 68.0
Fwd: 37.0		 1.10 2.38
3.2		 230.7%
49.3%		 $9.92
1.8%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 7.2 7.8 10.0 7.6 8.0
DXCM
$58.49
Healthcare		 32.5
Fwd: 23.6		 1.50 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.6 7.6 9.2 8.8 8.0
JKHY
$163.64
Technology		 24.9
Fwd: 23.4		 3.68 0.03
1.3		 23.4%
19.9%		 $8.23
5.0%		 7.0% 10.1% EPS: +20.4% | Sales: +7.8% 4.7 8.6 8.0 7.0 7.9
FAST
$39.70
Industrials		 37.2
Fwd: 32.6		 3.75 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.5 7.3 8.5 7.9
GWW
$923.47
Industrials		 25.8
Fwd: 21.1		 3.58 0.76
2.7		 49.0%
9.8%		 $25.91
2.8%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 8.2 9.1 7.9 7.9
TSM
$282.01
Technology		 28.9
Fwd: 22.6		 0.96 0.21
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 9.2 8.8 0.5 7.8
ULTA
$509.57
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 8.4 8.9 6.9 7.8
ZTS
$118.80
Healthcare		 20.0
Fwd: 17.4		 2.53 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 8.1 7.8 7.7 7.8
ROL
$57.96
Consumer Cyclical		 54.4
Fwd: 46.0		 4.21 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.5 9.3 7.4 7.8
USLM
$116.64
Basic Materials		 25.6
Fwd: 24.1		 2.25 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.0 8.3 8.8 7.0 7.8
ABT
$130.03
Healthcare		 16.3
Fwd: 22.9		 1.57 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 8.1 8.1 6.0 7.7
ORLY
$99.56
Consumer Cyclical		 34.5
Fwd: 30.0		 3.30 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 8.4 7.2 8.2 7.7
MLI
$104.81
Industrials		 15.7
Fwd: 13.6		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.8%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.4 8.9 4.5 7.7
EXLS
$38.77
Technology		 26.3
Fwd: 17.7		 1.74 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.3 9.0 7.9 7.7
PYPL
$61.89
Financial		 12.4
Fwd: 10.6		 1.00 0.60
1.3		 24.4%
14.9%		 $5.95
9.6%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.4 8.0 8.0 7.7
LOW
$225.00
Consumer Cyclical		 18.5
Fwd: 17.0		 2.93 N/A
1.1		 N/A
8.2%		 $13.71
6.1%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.5 7.7 5.4 7.6
MCO
$472.12
Financial		 38.0
Fwd: 29.0		 2.83 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.4 7.3 6.8 7.6
TT
$413.78
Industrials		 31.8
Fwd: 27.9		 2.23 0.55
1.2		 37.1%
13.9%		 $11.51
2.8%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 8.1 7.8 7.0 7.6
AZO
$3855.26
Consumer Cyclical		 26.6
Fwd: 21.1		 2.19 N/A
0.9		 N/A
13.2%		 $107.63
2.8%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 7.8 7.5 7.3 7.6
PLTR
$171.25
Technology		 400.5
Fwd: 173.1		 8.10 0.04
6.4		 19.8%
28.1%		 $0.75
0.4%		 31.0% N/A EPS: +116.3% | Sales: +47.2% 1.8 8.5 7.8 6.9 7.6
PAYX
$110.48
Technology		 24.8
Fwd: 18.8		 3.21 1.26
1.3		 41.3%
27.9%		 $5.04
4.6%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 8.0 6.7 8.1 7.6
APH
$132.33
Technology		 44.1
Fwd: 33.0		 1.32 0.64
2.1		 34.8%
18.2%		 $2.91
2.2%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.9 7.4 8.2 7.2 7.5
GGG
$79.28
Industrials		 27.1
Fwd: 24.9		 3.56 0.02
3.2		 19.4%
22.7%		 $3.76
4.7%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.3 8.5 6.9 6.3 7.5
JNJ
$199.58
Healthcare		 19.3
Fwd: 17.3		 2.59 0.58
1.1		 33.6%
27.3%		 $8.13
4.1%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 5.6 8.4 6.4 5.7 7.5
LRN
$62.74
Consumer Defensive		 9.7
Fwd: 8.0		 0.76 0.38
6.8		 23.0%
12.8%		 $8.61
13.7%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 7.6 9.2 4.7 7.5
YUM
$148.03
Consumer Cyclical		 28.8
Fwd: 22.2		 2.53 N/A
1.7		 N/A
17.9%		 $5.63
3.8%		 6.2% 4.8% EPS: -4.3% | Sales: +11.6% 5.8 8.2 7.3 5.9 7.5
AWI
$179.87
Industrials		 25.8
Fwd: 21.3		 1.77 0.56
1.5		 38.0%
19.1%		 $5.60
3.1%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 8.1 6.4 6.0 7.5
REGN
$704.31
Healthcare		 16.9
Fwd: 16.4		 4.85 0.09
4.1		 15.2%
32.1%		 $40.18
5.7%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 7.7 7.7 8.4 7.5
GILD
$124.09
Healthcare		 19.2
Fwd: 14.3		 0.73 1.16
1.4		 40.5%
27.9%		 $7.39
6.0%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.8% 9.5 8.0 6.6 4.5 7.4
BMI
$174.59
Technology		 37.2
Fwd: 32.0		 3.36 0.00
3.2		 21.4%
15.4%		 $5.64
3.2%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.8 8.1 8.9 4.7 7.4
WING
$227.29
Consumer Cyclical		 37.1
Fwd: 47.7		 2.08 N/A
4.0		 N/A
25.5%		 $2.25
1.0%		 25.7% 39.9% EPS: +79.0% | Sales: +15.6% 5.6 7.2 7.5 9.4 7.4
INTU
$645.98
Technology		 47.1
Fwd: 24.6		 3.35 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.8 7.3 7.8 8.9 7.4
MKTX
$173.46
Financial		 29.5
Fwd: 21.2		 3.61 0.05
2.2		 15.9%
26.0%		 $9.31
5.4%		 9.8% 6.2% EPS: -20.3% | Sales: +4.0% 3.9 8.2 6.8 6.6 7.4
PTC
$174.21
Technology		 28.4
Fwd: 20.2		 3.51 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.3 8.3 7.8 7.4
HLT
$266.05
Consumer Cyclical		 38.5
Fwd: 29.3		 2.84 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 5.0 8.0 7.1 6.5 7.3
VEEV
$277.01
Healthcare		 56.8
Fwd: 32.7		 4.02 0.01
5.6		 13.7%
27.3%		 $8.10
2.9%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 7.7 7.5 7.7 7.3
ILMN
$120.08
Healthcare		 26.9
Fwd: 23.9		 2.44 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 6.3 7.9 7.3 4.8 7.2
PANW
$202.90
Technology		 126.8
Fwd: 47.0		 9.41 0.05
0.9		 17.4%
12.3%		 $5.07
2.5%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 7.6 6.9 8.2 7.2
COST
$912.59
Consumer Defensive		 50.1
Fwd: 41.3		 4.74 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.2 9.2 8.9 7.2
CPRT
$41.33
Industrials		 26.0
Fwd: 22.3		 2.46 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.0 7.2 7.8 7.7 7.2
ISRG
$546.71
Healthcare		 72.4
Fwd: 56.5		 4.84 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.1 7.5 6.0 7.2
CMG
$30.53
Consumer Cyclical		 26.9
Fwd: 25.1		 3.20 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.1 8.9 7.7 7.2
NOW
$835.79
Technology		 101.1
Fwd: 41.0		 4.89 0.21
1.0		 16.8%
13.7%		 $19.03
2.3%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 7.3 8.0 7.5 7.1
CDNS
$311.29
Technology		 80.3
Fwd: 38.6		 5.00 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.3 6.5 8.8 7.1
MELI
$2057.72
Consumer Cyclical		 50.2
Fwd: 33.5		 1.61 2.08
1.2		 40.6%
7.9%		 $130.48
6.3%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 7.1 6.4 8.1 8.2 7.0
DOCU
$64.67
Technology		 48.8
Fwd: 16.0		 5.51 0.06
0.7		 14.2%
9.1%		 $4.65
7.2%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 7.6 6.7 6.5 7.0
BR
$224.77
Technology		 28.7
Fwd: 21.9		 2.96 1.32
0.9		 38.2%
13.1%		 $11.03
4.9%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 6.9 7.6 7.1 6.9
AVGO
$342.65
Technology		 87.5
Fwd: 36.7		 2.45 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 5.3 6.9 7.6 7.2 6.9
CINF
$161.44
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.90
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 7.1 6.0 7.1 6.9
WRB
$77.10
Financial		 16.2
Fwd: 16.6		 2.53 0.32
0.4		 20.9%
13.0%		 $8.64
11.2%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.2 6.9 8.6 7.0 6.9
NVMI
$286.78
Technology		 37.6
Fwd: 29.9		 2.22 0.75
4.6		 23.6%
28.7%		 $7.81
2.7%		 24.5% 35.3% EPS: +40.9% | Sales: +39.4% 6.4 6.8 8.4 6.2 6.9
CTSH
$71.17
Technology		 16.5
Fwd: 12.7		 1.90 0.08
2.4		 14.5%
10.2%		 $5.49
7.7%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 7.1 6.2 5.8 6.8
PH
$820.97
Industrials		 29.2
Fwd: 24.9		 3.13 0.75
1.1		 27.3%
18.2%		 $26.83
3.3%		 7.7% 23.9% EPS: +26.7% | Sales: +0.2% 4.3 7.0 8.4 6.5 6.8
TXRH
$169.71
Consumer Cyclical		 25.9
Fwd: 25.5		 3.13 0.64
0.4		 31.6%
7.5%		 $5.15
3.0%		 14.3% 21.3% EPS: +12.4% | Sales: +14.4% 5.0 6.5 8.3 7.8 6.8
SCHW
$91.91
Financial		 21.6
Fwd: 16.4		 0.82 0.56
1.2		 17.1%
28.6%		 $11.56
12.6%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 6.6 6.2 6.5 6.8
TJX
$145.18
Consumer Cyclical		 33.1
Fwd: 28.6		 3.45 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.7 6.8 4.9 6.8
QCOM
$166.75
Technology		 34.1
Fwd: 13.2		 14.57 0.74
2.8		 23.3%
12.5%		 $11.97
7.2%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.3 6.8 5.7 6.7
WST
$262.41
Healthcare		 38.9
Fwd: 33.7		 4.20 0.10
2.9		 16.9%
16.3%		 $5.27
2.0%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 6.9 7.2 7.0 6.6
CB
$295.58
Financial		 12.3
Fwd: 11.2		 1.48 0.31
0.4		 14.1%
16.5%		 $37.32
12.6%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 6.4 6.9 6.2 6.6
MAR
$282.89
Consumer Cyclical		 29.9
Fwd: 25.0		 2.83 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.8 6.9 7.0 5.5 6.6
VRSN
$250.19
Technology		 29.1
Fwd: 25.5		 3.39 N/A
0.5		 N/A
49.9%		 $10.84
4.3%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.8 7.5 5.2 4.9 6.6
ROST
$159.41
Consumer Cyclical		 25.3
Fwd: 23.1		 4.24 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.3 6.8 5.1 6.5
PODD
$328.02
Healthcare		 95.2
Fwd: 53.3		 2.81 0.75
2.8		 19.7%
9.8%		 $6.02
1.8%		 22.9% 98.8% EPS: -41.7% | Sales: +27.1% 4.2 6.2 7.8 8.0 6.5
SHOP
$139.93
Technology		 102.5
Fwd: 77.0		 4.83 0.09
3.9		 15.7%
16.6%		 $1.45
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.0 7.1 5.9 6.5
CRM
$237.03
Technology		 34.4
Fwd: 18.6		 2.73 0.19
1.0		 11.2%
16.9%		 $13.12
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.7 6.0 6.0 8.7 6.4
GD
$341.78
Industrials		 22.1
Fwd: 19.9		 1.96 0.40
1.4		 17.8%
8.2%		 $17.81
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 6.5 5.9 5.8 6.4
SE
$145.75
Consumer Cyclical		 62.4
Fwd: 31.5		 1.34 0.42
1.4		 15.7%
6.8%		 N/A
N/A		 50.5% N/A EPS: +1347.0% | Sales: +35.2% 7.4 6.2 6.7 5.9 6.4
FSLR
$253.54
Technology		 19.5
Fwd: 11.3		 0.60 0.10
1.9		 16.9%
27.7%		 $5.73
2.3%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.5 5.7 4.6 6.3
ENPH
$27.53
Technology		 19.1
Fwd: 13.1		 10.76 1.24
2.0		 20.3%
12.9%		 $1.66
6.0%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.5 6.2 6.7 6.3
AME
$191.19
Industrials		 30.2
Fwd: 24.0		 3.80 0.26
1.2		 14.6%
20.5%		 $7.13
3.7%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.9 6.9 6.5 4.9 6.3
POOL
$237.84
Industrials		 21.7
Fwd: 20.5		 4.55 1.01
2.6		 29.2%
7.8%		 $10.59
4.5%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.3 7.8 6.4 6.3
A
$144.52
Healthcare		 33.9
Fwd: 24.0		 4.31 0.54
2.2		 19.9%
18.0%		 $3.84
2.7%		 4.8% 5.6% EPS: -11.5% | Sales: +4.5% 4.0 6.7 6.2 5.7 6.3
AMZN
$232.87
Consumer Cyclical		 32.9
Fwd: 29.6		 1.61 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 7.0 5.5 8.2 7.1 6.2
SQ
$58.89
Technology		 11.8
Fwd: 18.2		 1.62 0.36
2.2		 14.8%
13.1%		 $3.01
5.1%		 38.6% 41.5% EPS: +178.1% | Sales: +0.5% 8.1 6.0 6.0 N/A 6.2
AXP
$341.25
Financial		 22.9
Fwd: 19.6		 1.84 1.83
7.2		 33.7%
13.2%		 $27.50
8.1%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 6.2 6.1 7.0 6.2 6.2
MCD
$304.90
Consumer Cyclical		 26.0
Fwd: 23.0		 3.74 N/A
1.0		 N/A
32.0%		 $10.35
3.4%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.7 6.2 5.5 6.2
EW
$84.74
Healthcare		 36.1
Fwd: 29.5		 3.67 0.07
4.0		 13.6%
23.5%		 $1.39
1.6%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.6 7.0 5.5 4.3 6.2
CME
$279.13
Financial		 27.1
Fwd: 24.1		 4.19 0.13
1.0		 13.3%
58.1%		 $11.32
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 6.8 6.2 5.9 6.1
SBUX
$83.69
Consumer Cyclical		 51.4
Fwd: 27.6		 2.81 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 5.8 5.8 6.5 7.3 6.1
LMAT
$86.99
Healthcare		 37.4
Fwd: 33.7		 2.77 0.49
13.2		 15.0%
22.1%		 $2.92
3.4%		 13.4% 17.0% EPS: +28.0% | Sales: +13.1% 4.9 5.9 6.8 7.3 6.1
SAP
$238.90
Technology		 35.8
Fwd: 28.6		 1.27 0.21
1.1		 16.3%
19.5%		 $6.33
2.6%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 8.2 7.2 6.0 0.5 6.1
NKE
$62.90
Consumer Cyclical		 32.2
Fwd: 25.2		 2.69 0.82
2.2		 21.1%
6.2%		 $2.04
3.2%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.8 6.0 6.2 6.5 6.1
CPAY
$274.18
Technology		 18.6
Fwd: 11.0		 1.24 1.99
1.1		 29.4%
24.4%		 $16.34
6.0%		 8.4% 7.0% EPS: +4.5% | Sales: +11.3% 8.8 5.7 6.0 6.6 6.1
CMI
$455.98
Industrials		 23.7
Fwd: 17.7		 1.87 0.68
1.8		 23.8%
7.9%		 $16.50
3.6%		 7.7% 14.4% EPS: +27.4% | Sales: -1.8% 7.9 5.7 7.0 5.5 6.0
GDDY
$125.19
Technology		 21.6
Fwd: 17.5		 2.00 42.17
0.6		 369.4%
17.0%		 $11.38
9.1%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.6 4.9 8.8 7.3 6.0
SPGI
$488.95
Financial		 35.5
Fwd: 24.7		 2.94 0.36
1.0		 12.6%
28.1%		 $18.04
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.5 5.8 5.8 8.3 6.0
BMRN
$54.46
Healthcare		 20.4
Fwd: 12.0		 0.62 0.10
4.8		 9.1%
16.9%		 $4.33
8.0%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 5.8 5.7 4.9 6.0
CHD
$83.02
Consumer Defensive		 26.1
Fwd: 22.2		 5.12 0.57
1.1		 18.6%
12.7%		 $4.26
5.1%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 6.1 5.9 7.2 6.0
EA
$200.77
Communication Services		 58.7
Fwd: 21.7		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 6.7 5.7 5.0 6.0
ONTO
$127.30
Technology		 35.9
Fwd: 21.7		 3.64 0.01
9.5		 9.0%
17.5%		 $5.33
4.2%		 26.4% 129.6% EPS: -4.2% | Sales: +6.4% 4.8 6.1 6.1 6.3 6.0
ITW
$241.41
Industrials		 23.4
Fwd: 21.6		 33.95 2.79
1.5		 91.7%
19.1%		 $9.81
4.1%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 6.5 7.4 4.1 6.0
TXN
$154.99
Technology		 28.3
Fwd: 25.5		 2.29 0.84
4.5		 29.6%
29.1%		 $2.29
1.5%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.6 5.8 3.3 6.0
ROK
$370.10
Industrials		 48.3
Fwd: 27.2		 3.56 1.00
1.1		 24.2%
10.4%		 $12.09
3.3%		 5.7% -2.6% EPS: -7.5% | Sales: +1.0% 4.1 6.5 6.2 4.7 5.9
LIN
$417.85
Basic Materials		 28.0
Fwd: 23.4		 3.46 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.4 6.1 7.2 5.5 5.9
TYL
$463.05
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 5.9 5.4 7.5 5.8
BABA
$157.71
Consumer Cyclical		 18.4
Fwd: 16.5		 2.13 0.23
1.4		 15.2%
14.8%		 $4.78
3.0%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 6.8 5.2 5.7 7.7 5.8
ETN
$342.75
Industrials		 34.3
Fwd: 24.9		 2.68 0.60
1.3		 20.7%
14.7%		 $8.55
2.5%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 5.0 6.1 7.0 4.3 5.8
EPAM
$177.78
Technology		 27.1
Fwd: 14.2		 3.10 0.04
3.0		 10.2%
7.0%		 $8.31
4.7%		 15.6% 11.6% EPS: -15.5% | Sales: +14.3% 5.0 5.4 5.4 8.2 5.8
DKS
$208.98
Consumer Cyclical		 14.6
Fwd: 13.7		 2.85 1.37
1.7		 37.4%
8.5%		 $5.18
2.5%		 9.0% 33.3% EPS: +4.6% | Sales: +2.7% 5.8 5.0 8.0 6.9 5.8
CAT
$552.05
Industrials		 28.3
Fwd: 24.9		 4.27 2.01
1.4		 46.3%
14.3%		 $16.16
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.4 6.0 8.0 4.1 5.7
WPM
$102.28
Basic Materials		 46.4
Fwd: 31.4		 1.35 0.00
8.1		 13.1%
54.7%		 $1.53
1.5%		 8.3% 43.3% EPS: +64.1% | Sales: +50.3% 6.1 6.7 6.3 0.5 5.7
AMD
$240.52
Technology		 118.9
Fwd: 37.5		 2.70 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 5.0 5.0 6.0 8.1 5.6
CMCSA
$27.22
Communication Services		 4.5
Fwd: 6.5		 2.95 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.8 5.6 5.7 5.7 5.6
ETSY
$54.62
Consumer Cyclical		 38.2
Fwd: 21.4		 4.43 N/A
3.2		 N/A
6.4%		 $6.43
11.8%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 5.1 6.0 8.4 5.6
DAL
$55.76
Industrials		 7.9
Fwd: 7.7		 0.79 1.11
0.4		 28.5%
7.4%		 $4.71
8.4%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.2 5.5 4.5 5.6
PSA
$270.27
Real Estate		 28.1
Fwd: 26.1		 30.86 1.08
1.7		 20.0%
35.4%		 $16.69
6.2%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 5.7 6.2 6.8 5.6
VRSK
$219.10
Industrials		 33.5
Fwd: 28.6		 3.79 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.4 8.8 5.0 5.6
KO
$70.68
Consumer Defensive		 23.4
Fwd: 22.0		 3.76 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 5.5 5.7 6.3 5.6
CROX
$77.15
Consumer Cyclical		 25.1
Fwd: 6.5		 N/A 1.25
1.4		 11.8%
4.5%		 $13.80
17.9%		 27.2% 57.0% EPS: -77.3% | Sales: +0.0% 6.7 4.5 6.0 8.5 5.5
TDY
$499.55
Technology		 28.9
Fwd: 21.1		 3.24 0.24
1.8		 8.1%
13.6%		 $22.11
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 5.0 5.3 5.2 7.0 5.5
HEI
$310.88
Industrials		 68.1
Fwd: 58.4		 3.91 0.59
3.4		 16.7%
15.0%		 $6.48
2.1%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 2.8 5.5 5.7 7.2 5.5
UNP
$221.00
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 6.0 6.0 2.5 5.5
ATEN
$16.84
Technology		 24.7
Fwd: 17.8		 3.63 1.11
3.6		 23.9%
17.8%		 $1.00
6.0%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.8 6.0 6.2 3.1 5.5
BRO
$80.71
Financial		 24.2
Fwd: 17.1		 2.30 0.65
1.2		 10.5%
18.0%		 $3.81
4.7%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.9 4.7 5.7 8.3 5.5
BLK
$1023.80
Financial		 26.6
Fwd: 18.9		 2.20 0.27
4.0		 12.6%
25.9%		 $24.65
2.4%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.3 4.5 6.3 5.4
MTB
$181.06
Financial		 11.2
Fwd: 9.6		 0.88 0.52
0.4		 9.6%
19.8%		 $23.79
13.1%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 4.6 5.3 6.1 5.4
TRI
$137.14
Industrials		 35.3
Fwd: 30.7		 3.50 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 4.0 6.6 6.2 0.5 5.4
UPS
$94.19
Industrials		 14.6
Fwd: 13.1		 12.65 1.85
1.3		 33.7%
6.2%		 $5.18
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.3 6.0 5.8 5.3
LMT
$470.78
Industrials		 26.3
Fwd: 16.0		 2.21 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 6.5 4.7 6.3 6.2 5.3
BSX
$101.76
Healthcare		 54.4
Fwd: 29.3		 3.37 0.51
1.5		 12.7%
14.4%		 $2.58
2.5%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.6 5.2 5.1 6.1 5.3
NDAQ
$85.70
Financial		 30.6
Fwd: 22.6		 2.15 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 6.0 5.1 5.2 5.4 5.2
FISV
$62.70
Technology		 9.7
Fwd: 7.4		 6.55 1.21
1.1		 13.6%
17.1%		 $8.62
13.8%		 15.0% 25.8% EPS: +24.9% | Sales: +5.2% 4.1 4.5 6.2 8.0 5.2
RSG
$209.81
Industrials		 31.2
Fwd: 28.7		 3.92 1.14
0.6		 18.2%
12.8%		 $8.17
3.9%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.3 4.9 6.3 6.3 5.2
ICE
$150.33
Financial		 27.4
Fwd: 20.1		 2.43 0.68
1.0		 11.3%
26.6%		 $7.88
5.2%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 4.8 5.3 6.9 5.2
MSI
$377.69
Technology		 30.3
Fwd: 23.2		 3.62 4.27
1.0		 115.8%
18.7%		 $14.49
3.8%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.4 7.6 6.3 5.2
WDAY
$224.95
Technology		 104.0
Fwd: 21.2		 4.86 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 4.5 5.3 8.4 5.2
DIS
$105.69
Communication Services		 15.4
Fwd: 14.3		 1.32 0.41
0.7		 11.8%
13.2%		 $5.65
5.3%		 7.7% N/A EPS: +152.3% | Sales: +3.6% 8.2 4.8 4.8 5.2 5.2
IEX
$162.76
Industrials		 25.7
Fwd: 19.6		 5.77 0.48
2.9		 12.2%
14.0%		 $7.80
4.8%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 5.4 4.9 5.0 5.2
SNPS
$390.24
Technology		 30.6
Fwd: 28.0		 3.35 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 4.3 4.8 9.2 5.2
COP
$88.72
Energy		 12.6
Fwd: 14.0		 7.34 0.36
1.3		 15.4%
14.8%		 $5.73
6.5%		 11.0% 4.1% EPS: -16.1% | Sales: +8.4% 3.9 5.1 5.3 6.1 5.1
TMO
$567.16
Healthcare		 32.8
Fwd: 23.1		 4.40 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 4.8 5.5 6.9 5.1
XYL
$140.99
Industrials		 36.3
Fwd: 25.3		 2.75 0.19
2.0		 8.7%
10.7%		 $3.80
2.7%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 5.3 4.8 5.2 6.3 5.1
TDG
$1335.77
Industrials		 41.6
Fwd: 29.0		 3.29 N/A
3.2		 N/A
21.1%		 $32.24
2.4%		 11.6% 31.1% EPS: +25.4% | Sales: +11.3% 4.1 4.9 5.6 6.3 5.1
HD
$358.03
Consumer Cyclical		 24.3
Fwd: 22.1		 4.72 5.75
1.1		 193.9%
8.9%		 $14.30
4.0%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.7 7.2 5.8 5.1
SHW
$326.81
Basic Materials		 31.9
Fwd: 26.0		 4.11 3.25
0.8		 59.9%
11.1%		 $9.79
3.0%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.8 7.7 6.5 5.1
BLDR
$99.42
Industrials		 18.9
Fwd: 15.3		 N/A 1.18
1.8		 13.6%
3.8%		 $9.23
9.3%		 17.6% 36.7% EPS: -48.8% | Sales: -6.4% 6.7 4.2 6.2 6.8 5.1
HON
$196.08
Industrials		 20.7
Fwd: 19.1		 3.32 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.2 5.9 3.9 5.1
VMC
$280.08
Basic Materials		 33.3
Fwd: 28.5		 2.33 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 5.0 4.6 5.1 6.9 5.1
XOM
$117.68
Energy		 17.1
Fwd: 15.9		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.8 5.3 5.7 3.8 5.1
PWR
$426.87
Industrials		 63.3
Fwd: 34.3		 3.69 0.72
1.3		 13.2%
3.7%		 $8.39
2.0%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.9 4.4 6.2 7.7 5.0
UL
$59.21
Consumer Defensive		 24.3
Fwd: 16.4		 3.27 1.80
0.8		 28.4%
9.3%		 $2.75
4.6%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.8 6.0 5.8 0.5 5.0
GS
$775.56
Financial		 15.8
Fwd: 14.0		 1.04 5.24
1.3		 13.6%
12.5%		 $191.02
24.6%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 4.6 6.0 3.8 5.0
NOC
$563.03
Industrials		 20.2
Fwd: 19.5		 3.29 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 5.0 4.4 7.2 6.0 5.0
FITB
$41.12
Financial		 12.3
Fwd: 11.7		 0.81 0.90
0.2		 11.5%
16.0%		 $4.31
10.5%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 4.6 5.0 3.8 5.0
KEYS
$175.51
Technology		 55.9
Fwd: 22.5		 4.53 0.49
3.6		 10.0%
10.4%		 $8.23
4.7%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 5.0 4.6 5.8 5.0
ELF
$72.79
Consumer Defensive		 51.6
Fwd: 20.7		 5.84 0.81
2.7		 8.8%
5.9%		 $2.38
3.3%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 4.2 6.0 8.2 5.0
HOLX
$74.14
Healthcare		 29.9
Fwd: 14.8		 3.54 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.5 5.1 4.8 4.6 4.9
SLB
$35.80
Energy		 13.8
Fwd: 12.2		 N/A 0.50
1.4		 15.5%
10.3%		 $2.73
7.6%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 4.8 5.2 3.8 4.9
BRK-B
$503.26
Financial		 16.1
Fwd: 23.3		 47.33 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.0 4.1 6.0 4.8
JPM
$300.37
Financial		 14.9
Fwd: 14.2		 1.86 3.06
1.1		 16.4%
20.4%		 $16.86
5.6%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.9 4.2 6.0 5.4 4.8
TECH
$58.61
Healthcare		 119.8
Fwd: 26.5		 11.75 0.20
4.2		 3.8%
6.4%		 $1.44
2.5%		 10.6% -20.6% EPS: -48.2% | Sales: +3.9% 3.7 4.2 5.4 7.8 4.8
TRMB
$75.55
Technology		 51.4
Fwd: 21.9		 4.52 0.24
1.0		 6.1%
9.9%		 $1.32
1.8%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 4.7 5.1 5.6 4.8
MDT
$96.28
Healthcare		 26.6
Fwd: 15.8		 4.53 0.60
2.0		 9.7%
13.6%		 $4.13
4.3%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 5.0 4.7 4.4 4.8
EXR
$130.55
Real Estate		 29.2
Fwd: 26.8		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 4.0 5.3 8.3 4.8
ECL
$255.46
Basic Materials		 36.7
Fwd: 30.1		 2.78 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 4.5 5.0 5.7 3.1 4.8
SYK
$360.13
Healthcare		 47.3
Fwd: 24.1		 4.24 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 5.0 5.2 3.8 4.8
COF
$201.01
Financial		 85.2
Fwd: 9.7		 3.91 0.45
2.1		 1.5%
1.7%		 $32.79
16.3%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.8 4.4 5.0 6.0 4.7
CSGP
$67.00
Real Estate		 1303.5
Fwd: 47.0		 37.16 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 4.2 5.5 8.4 4.7
ICLR
$156.49
Healthcare		 21.2
Fwd: 11.6		 9.57 0.38
1.1		 6.3%
7.4%		 $12.49
8.0%		 24.2% 6.5% EPS: -17.9% | Sales: -2.5% 4.1 3.9 5.5 7.9 4.7
O
$57.00
Real Estate		 53.3
Fwd: 36.6		 2.87 0.74
2.2		 2.5%
17.1%		 $3.96
6.9%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 4.5 3.9 5.5 7.9 4.7
WMT
$102.95
Consumer Defensive		 38.8
Fwd: 34.9		 4.16 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 4.3 5.9 6.8 4.7
HUBS
$369.10
Technology		 N/A
Fwd: 32.1		 N/A 0.15
1.4		 -0.2%
-0.1%		 $12.50
3.4%		 31.2% N/A EPS: +75.3% | Sales: +19.2% 6.0 3.9 5.2 6.8 4.7
SBAC
$195.78
Real Estate		 24.6
Fwd: 22.2		 2.86 N/A
0.5		 N/A
30.7%		 $3.60
1.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 4.7 6.2 3.4 4.7
EMR
$126.93
Industrials		 31.4
Fwd: 17.9		 3.69 0.68
0.9		 10.9%
12.7%		 $4.75
3.7%		 1.4% 4.5% EPS: +18.1% | Sales: +3.0% 4.8 4.7 4.7 4.2 4.6
MLM
$589.97
Basic Materials		 31.1
Fwd: 27.2		 2.68 0.61
3.0		 11.6%
17.3%		 $16.70
2.8%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.7 4.0 4.9 6.8 4.6
VICI
$30.13
Real Estate		 11.5
Fwd: 10.6		 2.54 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 3.8 5.3 7.1 4.6
ROP
$443.88
Technology		 30.6
Fwd: 20.5		 3.53 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 5.0 4.7 4.9 3.5 4.6
BILL
$49.63
Technology		 N/A
Fwd: 19.3		 N/A 0.49
1.7		 0.3%
0.8%		 $3.13
6.3%		 56.1% N/A EPS: +50.7% | Sales: +11.6% 6.6 3.7 5.2 6.4 4.5
DHR
$220.44
Healthcare		 45.4
Fwd: 26.2		 6.10 0.36
1.5		 6.8%
14.4%		 $7.10
3.2%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 4.3 4.9 5.5 4.5
CPNG
$27.81
Consumer Cyclical		 131.6
Fwd: 50.7		 1.02 1.04
1.1		 8.7%
1.2%		 $0.69
2.5%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 3.2 5.6 5.7 4.5
ATKR
$64.65
Industrials		 20.8
Fwd: 11.9		 N/A 0.64
3.1		 7.3%
3.8%		 $7.76
12.0%		 10.8% 35.0% EPS: -78.2% | Sales: -12.1% 6.7 3.4 5.8 6.1 4.4
IR
$73.67
Industrials		 54.6
Fwd: 20.6		 9.22 0.48
2.2		 5.3%
7.3%		 $3.16
4.3%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 4.0 3.6 6.0 7.0 4.4
MS
$159.45
Financial		 16.4
Fwd: 15.2		 1.24 3.92
1.6		 15.2%
13.8%		 $6.51
4.1%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 4.0 4.6 3.9 4.4
DDOG
$180.26
Technology		 610.6
Fwd: 78.0		 38.19 0.37
3.6		 3.5%
3.3%		 $2.68
1.5%		 49.2% N/A EPS: -46.1% | Sales: +26.6% 2.0 4.0 5.5 6.5 4.4
TSLA
$408.92
Consumer Cyclical		 273.2
Fwd: 184.2		 30.49 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 3.8 5.6 7.5 4.4
ESTC
$87.44
Technology		 N/A
Fwd: 32.4		 N/A 0.61
2.0		 -9.7%
-5.4%		 $2.96
3.4%		 28.2% 13.2% EPS: -229.0% | Sales: +17.4% 6.0 3.5 4.9 6.3 4.3
RTX
$175.63
Industrials		 36.1
Fwd: 25.8		 3.62 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.4 3.7 4.8 6.3 4.3
FROG
$56.87
Technology		 N/A
Fwd: 64.6		 N/A 0.01
2.1		 -9.9%
-15.9%		 $1.19
2.1%		 32.5% -60.3% EPS: -32.5% | Sales: +22.7% 4.7 3.6 4.8 6.5 4.3
IQV
$216.12
Healthcare		 29.7
Fwd: 16.7		 3.41 2.47
0.7		 19.6%
8.1%		 $12.98
6.0%		 6.8% 50.9% EPS: -4.7% | Sales: +3.9% 4.8 3.3 6.4 6.2 4.2
LHX
$287.69
Industrials		 30.9
Fwd: 23.2		 11.03 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 3.4 5.2 6.9 4.2
MKC
$64.57
Consumer Defensive		 22.3
Fwd: 20.3		 4.10 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 3.6 4.5 6.5 4.2
MRVL
$83.45
Technology		 N/A
Fwd: 24.8		 N/A 0.38
1.9		 -0.8%
-1.4%		 $1.78
2.1%		 16.4% N/A EPS: +89.4% | Sales: +37.0% 6.1 3.2 5.0 6.5 4.2
SMCI
$34.10
Technology		 27.3
Fwd: 11.2		 1.41 0.74
5.4		 12.8%
3.8%		 $0.37
1.1%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.5 2.5 5.2 6.2 4.0
ON
$46.02
Technology		 60.0
Fwd: 15.8		 68.24 0.46
5.2		 3.9%
5.2%		 $3.40
7.4%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 3.6 5.3 4.0 3.9
PEP
$147.83
Consumer Defensive		 28.1
Fwd: 17.2		 8.06 2.62
0.9		 37.2%
7.8%		 $4.96
3.4%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.0 6.1 6.4 3.9
EXAS
$67.15
Healthcare		 N/A
Fwd: 219.6		 N/A 1.01
2.7		 -34.5%
-32.0%		 $1.30
1.9%		 25.8% -54.2% EPS: -353.7% | Sales: +14.5% 4.3 3.0 4.8 6.2 3.9
CELH
$40.16
Consumer Defensive		 441.8
Fwd: 26.5		 7.27 0.29
1.8		 3.1%
1.1%		 $2.03
5.1%		 78.3% 54.3% EPS: -87.0% | Sales: +55.1% 3.2 3.0 6.0 6.4 3.8
FIS
$63.93
Technology		 201.3
Fwd: 10.1		 20.61 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 3.4 5.0 3.9 3.8
KMI
$27.14
Energy		 22.2
Fwd: 19.8		 2.55 1.06
0.6		 8.9%
16.6%		 $1.12
4.1%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.9 3.5 4.8 2.8 3.7
ABBV
$234.00
Healthcare		 176.6
Fwd: 16.4		 10.93 N/A
0.7		 138.5%
3.9%		 $11.14
4.8%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 2.9 5.4 5.8 3.7
ORCL
$219.86
Technology		 50.9
Fwd: 27.5		 2.33 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 6.4 2.3 5.5 5.9 3.6
WM
$207.97
Industrials		 32.8
Fwd: 25.0		 3.48 2.45
0.8		 29.3%
10.3%		 $5.96
2.9%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.4 2.6 6.0 5.2 3.6
DLR
$157.70
Real Estate		 40.7
Fwd: 96.3		 4.51 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 3.2 4.8 5.8 3.6
ENB
$47.75
Energy		 26.2
Fwd: 21.3		 3.71 1.59
0.8		 9.0%
8.7%		 $1.61
3.4%		 0.9% -3.0% EPS: -15.1% | Sales: +29.3% 4.4 3.3 4.5 2.9 3.5
GATX
$152.69
Industrials		 17.9
Fwd: 15.7		 1.90 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.4 4.5 4.5 3.5
CHTR
$201.84
Communication Services		 5.6
Fwd: 4.7		 0.48 6.24
0.4		 34.8%
9.3%		 $16.96
8.4%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 8.8 1.1 6.2 6.0 3.3
APD
$253.09
Basic Materials		 N/A
Fwd: 18.2		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -110.3% | Sales: -0.5% 5.2 2.5 4.5 3.2 3.1
QSR
$68.06
Consumer Cyclical		 24.3
Fwd: 17.0		 2.59 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.7 1.4 5.2 6.0 3.1
AXON
$543.23
Industrials		 172.0
Fwd: 71.5		 9.78 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.4 5.0 4.6 3.0
AMT
$180.47
Real Estate		 28.8
Fwd: 26.1		 1.93 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.1 2.0 5.0 3.6 3.0
ODD
$37.20
Consumer Defensive		 20.8
Fwd: 16.7		 1.14 0.07
6.3		 30.4%
14.7%		 $2.33
6.3%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.9 9.9 10.0 N/A 8.9
EXEL
$42.42
Healthcare		 17.9
Fwd: 13.1		 0.53 0.08
3.8		 30.6%
29.6%		 $2.91
6.9%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.7 8.7 N/A 8.8
CPRX
$22.56
Healthcare		 13.2
Fwd: 12.6		 1.12 0.00
6.6		 27.5%
37.6%		 $1.91
8.5%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.8 9.5 9.3 N/A 8.6
ADBE
$325.07
Technology		 20.2
Fwd: 13.9		 1.58 0.56
1.0		 52.9%
30.0%		 $22.92
7.1%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.7 8.9 N/A 8.4
TSM
$282.01
Technology		 28.9
Fwd: 22.6		 0.96 0.21
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 9.3 8.2 N/A 8.4
DUOL
$178.27
Technology		 22.7
Fwd: 40.8		 0.55 0.07
2.8		 36.2%
40.0%		 $7.69
4.3%		 60.3% N/A EPS: +318.8% | Sales: +39.9% 8.9 9.3 8.6 N/A 8.4
DECK
$80.72
Consumer Cyclical		 12.0
Fwd: 11.8		 1.70 0.14
3.1		 43.3%
19.4%		 $6.72
8.3%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.5 9.4 N/A 8.3
ABNB
$117.60
Consumer Cyclical		 27.8
Fwd: 22.8		 1.82 0.26
1.4		 30.8%
21.9%		 $7.37
6.3%		 18.2% N/A EPS: +47.2% | Sales: +10.6% 7.3 9.8 9.2 N/A 8.3
CARG
$34.97
Consumer Cyclical		 23.7
Fwd: 13.7		 1.14 0.51
2.7		 35.4%
16.4%		 $2.64
7.5%		 8.7% -11.9% EPS: +427.1% | Sales: +4.2% 9.1 9.6 7.2 N/A 8.3
LRN
$62.74
Consumer Defensive		 9.7
Fwd: 8.0		 0.76 0.38
6.8		 23.0%
12.8%		 $8.61
13.7%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 8.3 9.4 N/A 8.3
NVDA
$186.60
Technology		 53.1
Fwd: 27.5		 1.28 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.6 9.5 8.9 N/A 8.2
PINS
$25.52
Communication Services		 8.8
Fwd: 13.0		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.5%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.5 7.7 N/A 8.2
ASML
$1020.00
Technology		 38.2
Fwd: 33.6		 1.69 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.7 8.6 N/A 8.2
APPF
$238.28
Technology		 42.8
Fwd: 37.4		 1.86 0.08
2.9		 44.7%
22.5%		 $5.89
2.5%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.7 9.7 9.6 N/A 8.2
PAYC
$164.09
Technology		 20.4
Fwd: 16.3		 1.89 0.05
1.1		 28.6%
22.6%		 $7.01
4.3%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.4 8.4 N/A 8.1
GOOGL
$285.02
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.6 8.0 N/A 7.9
PGR
$225.35
Financial		 12.3
Fwd: 13.8		 2.34 0.19
0.7		 34.2%
12.6%		 $29.08
12.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.5 9.4 N/A 7.9
QFIN
$22.21
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 8.7 7.7 N/A 7.9
MEDP
$585.76
Healthcare		 41.0
Fwd: 35.2		 2.95 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 5.2 9.8 10.0 N/A 7.9
NSSC
$40.22
Industrials		 32.8
Fwd: 26.2		 1.96 0.03
7.1		 25.0%
23.8%		 $1.44
3.6%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 6.5 9.4 9.0 N/A 7.8
ANET
$127.26
Technology		 48.4
Fwd: 37.9		 2.29 0.00
3.2		 31.7%
39.7%		 $3.21
2.5%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.6 9.7 N/A 7.8
QLYS
$139.46
Technology		 27.0
Fwd: 18.8		 3.10 0.10
1.4		 38.6%
29.0%		 $7.57
5.4%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 5.0 9.9 9.1 N/A 7.7
LRCX
$147.46
Technology		 32.5
Fwd: 26.4		 2.21 0.44
2.2		 62.3%
29.7%		 $4.42
3.0%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.3 8.5 N/A 7.7
PYPL
$61.89
Financial		 12.4
Fwd: 10.6		 1.00 0.60
1.3		 24.4%
14.9%		 $5.95
9.6%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 8.1 8.0 N/A 7.7
RMD
$244.71
Healthcare		 25.0
Fwd: 20.2		 2.20 0.14
2.9		 25.4%
27.4%		 $12.11
5.0%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 9.2 8.8 N/A 7.7
DT
$45.15
Technology		 27.1
Fwd: 24.5		 1.77 0.03
1.5		 20.6%
27.3%		 $1.58
3.5%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.8 8.5 8.0 N/A 7.6
MPWR
$897.01
Technology		 22.9
Fwd: 43.2		 1.14 0.01
4.8		 64.0%
71.2%		 $14.72
1.6%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.6 8.6 8.1 N/A 7.6
BKNG
$4804.01
Consumer Cyclical		 31.2
Fwd: 18.1		 1.77 N/A
1.3		 N/A
19.4%		 $258.00
5.4%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 8.9 7.2 N/A 7.6
LULU
$164.16
Consumer Cyclical		 11.2
Fwd: 13.0		 N/A 0.40
2.3		 42.4%
16.4%		 $9.45
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 8.9 8.5 N/A 7.6
DXCM
$58.49
Healthcare		 32.5
Fwd: 23.6		 1.50 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.6 7.8 9.4 N/A 7.5
HALO
$70.56
Healthcare		 14.8
Fwd: 8.7		 0.47 3.00
1.6		 124.5%
47.9%		 $5.12
7.3%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 8.6 7.5 8.8 N/A 7.5
EXLS
$38.77
Technology		 26.3
Fwd: 17.7		 1.74 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.9 8.8 N/A 7.5
DOCS
$47.07
Healthcare		 37.5
Fwd: 27.4		 3.47 0.01
7.8		 24.6%
40.7%		 $1.66
3.5%		 37.4% 79.5% EPS: +44.1% | Sales: +20.2% 4.6 9.4 9.7 N/A 7.5
ACAD
$24.01
Healthcare		 15.4
Fwd: 32.5		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
4.9%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.4 8.1 N/A 7.4
MLI
$104.81
Industrials		 15.7
Fwd: 13.6		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.8%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.6 8.4 N/A 7.4
MANH
$170.94
Technology		 48.5
Fwd: 31.5		 5.47 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 9.1 N/A 7.4
GILD
$124.09
Healthcare		 19.2
Fwd: 14.3		 0.73 1.16
1.4		 40.5%
27.9%		 $7.39
6.0%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.8% 9.5 7.8 6.3 N/A 7.4
CHKP
$192.10
Technology		 21.1
Fwd: 18.2		 2.54 0.00
1.2		 34.2%
37.6%		 $10.93
5.7%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.8 9.9 6.4 N/A 7.3
NFLX
$110.29
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $2.12
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.3 8.0 N/A 7.3
V
$325.75
Financial		 32.2
Fwd: 22.6		 2.60 0.69
1.1		 51.5%
49.6%		 $11.27
3.5%		 12.9% 16.5% EPS: +2.8% | Sales: +11.3% 4.2 9.6 9.0 N/A 7.3
MSFT
$507.49
Technology		 36.1
Fwd: 27.1		 2.02 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.4 7.6 N/A 7.3
META
$602.01
Communication Services		 26.6
Fwd: 20.2		 2.24 0.26
2.0		 32.6%
30.9%		 $17.79
3.0%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.8 8.2 N/A 7.2
SCHW
$91.91
Financial		 21.6
Fwd: 16.4		 0.82 0.56
1.2		 17.1%
28.6%		 $11.56
12.6%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 7.6 6.8 N/A 7.2
PCTY
$145.32
Technology		 36.4
Fwd: 17.8		 3.65 0.12
1.0		 20.4%
13.8%		 $7.33
5.0%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.8 8.9 9.1 N/A 7.2
APP
$539.27
Communication Services		 68.0
Fwd: 37.0		 1.10 2.38
3.2		 230.7%
49.3%		 $9.92
1.8%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 7.2 7.0 10.0 N/A 7.2
BMRN
$54.46
Healthcare		 20.4
Fwd: 12.0		 0.62 0.10
4.8		 9.1%
16.9%		 $4.33
8.0%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 6.9 6.7 N/A 7.2
APH
$132.33
Technology		 44.1
Fwd: 33.0		 1.32 0.64
2.1		 34.8%
18.2%		 $2.91
2.2%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.9 7.7 7.3 N/A 7.1
FTNT
$81.94
Technology		 33.7
Fwd: 28.0		 3.04 1.35
1.0		 228.0%
28.6%		 $2.73
3.3%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 8.7 9.2 N/A 7.1
CB
$295.58
Financial		 12.3
Fwd: 11.2		 1.48 0.31
0.4		 14.1%
16.5%		 $37.32
12.6%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 7.5 7.6 N/A 7.1
KLAC
$1133.70
Technology		 35.6
Fwd: 27.1		 3.22 1.22
2.6		 99.2%
33.8%		 $29.47
2.6%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 8.8 8.9 N/A 7.1
MNST
$71.84
Consumer Defensive		 40.9
Fwd: 32.3		 2.69 0.00
3.2		 25.5%
21.6%		 $2.03
2.8%		 12.3% 8.0% EPS: +12.8% | Sales: +7.6% 4.5 9.2 8.4 N/A 7.1
ADP
$250.90
Technology		 24.8
Fwd: 20.9		 2.62 1.55
1.1		 70.6%
19.8%		 $11.37
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 8.8 7.4 N/A 7.0
BMI
$174.59
Technology		 37.2
Fwd: 32.0		 3.36 0.00
3.2		 21.4%
15.4%		 $5.64
3.2%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.8 8.7 8.7 N/A 7.0
ABT
$130.03
Healthcare		 16.3
Fwd: 22.9		 1.57 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 7.8 6.9 N/A 7.0
FICO
$1760.25
Technology		 66.3
Fwd: 35.2		 2.66 N/A
0.8		 N/A
32.8%		 $31.19
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.0 8.8 8.1 N/A 7.0
AMAT
$228.71
Technology		 26.4
Fwd: 20.4		 3.35 0.32
2.6		 35.5%
24.7%		 $7.15
3.1%		 10.5% 17.2% EPS: +0.5% | Sales: +4.5% 5.0 8.8 7.8 N/A 6.9
SAP
$238.90
Technology		 35.8
Fwd: 28.6		 1.27 0.21
1.1		 16.3%
19.5%		 $6.33
2.6%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 8.2 7.8 5.6 N/A 6.9
MA
$536.85
Financial		 34.3
Fwd: 28.1		 2.28 2.40
1.1		 185.7%
45.2%		 $18.73
3.5%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 9.0 8.0 N/A 6.9
DPZ
$404.63
Consumer Cyclical		 23.6
Fwd: 20.7		 2.77 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.4 7.3 N/A 6.9
CTSH
$71.17
Technology		 16.5
Fwd: 12.7		 1.90 0.08
2.4		 14.5%
10.2%		 $5.49
7.7%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 8.1 5.4 N/A 6.8
JKHY
$163.64
Technology		 24.9
Fwd: 23.4		 3.68 0.03
1.3		 23.4%
19.9%		 $8.23
5.0%		 7.0% 10.1% EPS: +20.4% | Sales: +7.8% 4.7 9.2 7.2 N/A 6.8
USLM
$116.64
Basic Materials		 25.6
Fwd: 24.1		 2.25 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.0 8.4 8.3 N/A 6.8
IDXX
$669.00
Healthcare		 53.0
Fwd: 46.3		 3.42 0.71
1.1		 64.6%
24.6%		 $12.07
1.8%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.1 8.5 N/A 6.8
LOW
$225.00
Consumer Cyclical		 18.5
Fwd: 17.0		 2.93 N/A
1.1		 N/A
8.2%		 $13.71
6.1%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.1 7.6 N/A 6.8
SQ
$58.89
Technology		 11.8
Fwd: 18.2		 1.62 0.36
2.2		 14.8%
13.1%		 $3.01
5.1%		 38.6% 41.5% EPS: +178.1% | Sales: +0.5% 8.1 7.0 6.6 N/A 6.8
AWI
$179.87
Industrials		 25.8
Fwd: 21.3		 1.77 0.56
1.5		 38.0%
19.1%		 $5.60
3.1%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 8.0 5.6 N/A 6.7
FSLR
$253.54
Technology		 19.5
Fwd: 11.3		 0.60 0.10
1.9		 16.9%
27.7%		 $5.73
2.3%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.8 4.8 N/A 6.7
NVMI
$286.78
Technology		 37.6
Fwd: 29.9		 2.22 0.75
4.6		 23.6%
28.7%		 $7.81
2.7%		 24.5% 35.3% EPS: +40.9% | Sales: +39.4% 6.4 7.2 8.4 N/A 6.7
WRB
$77.10
Financial		 16.2
Fwd: 16.6		 2.53 0.32
0.4		 20.9%
13.0%		 $8.64
11.2%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.2 7.9 8.5 N/A 6.7
AAPL
$267.46
Technology		 35.9
Fwd: 29.5		 3.60 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 8.5 7.5 N/A 6.7
ADSK
$291.96
Technology		 60.5
Fwd: 25.8		 3.88 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.0 8.8 N/A 6.7
ILMN
$120.08
Healthcare		 26.9
Fwd: 23.9		 2.44 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 6.3 7.8 7.0 N/A 6.7
TT
$413.78
Industrials		 31.8
Fwd: 27.9		 2.23 0.55
1.2		 37.1%
13.9%		 $11.51
2.8%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 8.1 7.3 N/A 6.6
PTC
$174.21
Technology		 28.4
Fwd: 20.2		 3.51 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.9 8.1 N/A 6.6
ULTA
$509.57
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 8.0 8.0 N/A 6.6
CPRT
$41.33
Industrials		 26.0
Fwd: 22.3		 2.46 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.0 7.3 8.0 N/A 6.6
CTAS
$183.76
Industrials		 40.8
Fwd: 34.2		 3.87 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.5 8.3 N/A 6.6
AZO
$3855.26
Consumer Cyclical		 26.6
Fwd: 21.1		 2.19 N/A
0.9		 N/A
13.2%		 $107.63
2.8%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 6.9 7.5 N/A 6.6
GGG
$79.28
Industrials		 27.1
Fwd: 24.9		 3.56 0.02
3.2		 19.4%
22.7%		 $3.76
4.7%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.3 9.0 6.4 N/A 6.5
MELI
$2057.72
Consumer Cyclical		 50.2
Fwd: 33.5		 1.61 2.08
1.2		 40.6%
7.9%		 $130.48
6.3%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 7.1 6.2 8.6 N/A 6.5
SE
$145.75
Consumer Cyclical		 62.4
Fwd: 31.5		 1.34 0.42
1.4		 15.7%
6.8%		 N/A
N/A		 50.5% N/A EPS: +1347.0% | Sales: +35.2% 7.4 6.7 7.2 N/A 6.5
INTU
$645.98
Technology		 47.1
Fwd: 24.6		 3.35 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.8 8.0 7.8 N/A 6.5
GWW
$923.47
Industrials		 25.8
Fwd: 21.1		 3.58 0.76
2.7		 49.0%
9.8%		 $25.91
2.8%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 7.7 8.3 N/A 6.5
MTB
$181.06
Financial		 11.2
Fwd: 9.6		 0.88 0.52
0.4		 9.6%
19.8%		 $23.79
13.1%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 6.0 5.9 N/A 6.5
JNJ
$199.58
Healthcare		 19.3
Fwd: 17.3		 2.59 0.58
1.1		 33.6%
27.3%		 $8.13
4.1%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 5.6 8.4 5.6 N/A 6.5
ROL
$57.96
Consumer Cyclical		 54.4
Fwd: 46.0		 4.21 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.7 8.8 N/A 6.5
CINF
$161.44
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.90
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 8.0 5.7 N/A 6.5
YUM
$148.03
Consumer Cyclical		 28.8
Fwd: 22.2		 2.53 N/A
1.7		 N/A
17.9%		 $5.63
3.8%		 6.2% 4.8% EPS: -4.3% | Sales: +11.6% 5.8 7.8 6.6 N/A 6.5
GS
$775.56
Financial		 15.8
Fwd: 14.0		 1.04 5.24
1.3		 13.6%
12.5%		 $191.02
24.6%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 6.1 7.1 N/A 6.4
ZTS
$118.80
Healthcare		 20.0
Fwd: 17.4		 2.53 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 7.5 7.2 N/A 6.4
GD
$341.78
Industrials		 22.1
Fwd: 19.9		 1.96 0.40
1.4		 17.8%
8.2%		 $17.81
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 7.3 5.5 N/A 6.4
HLT
$266.05
Consumer Cyclical		 38.5
Fwd: 29.3		 2.84 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 5.0 8.0 7.0 N/A 6.4
REGN
$704.31
Healthcare		 16.9
Fwd: 16.4		 4.85 0.09
4.1		 15.2%
32.1%		 $40.18
5.7%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 8.2 8.1 N/A 6.4
AXP
$341.25
Financial		 22.9
Fwd: 19.6		 1.84 1.83
7.2		 33.7%
13.2%		 $27.50
8.1%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 6.2 7.1 7.0 N/A 6.3
CMG
$30.53
Consumer Cyclical		 26.9
Fwd: 25.1		 3.20 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.1 9.0 N/A 6.3
CMI
$455.98
Industrials		 23.7
Fwd: 17.7		 1.87 0.68
1.8		 23.8%
7.9%		 $16.50
3.6%		 7.7% 14.4% EPS: +27.4% | Sales: -1.8% 7.9 6.3 6.4 N/A 6.3
VEEV
$277.01
Healthcare		 56.8
Fwd: 32.7		 4.02 0.01
5.6		 13.7%
27.3%		 $8.10
2.9%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 8.4 8.5 N/A 6.3
MKTX
$173.46
Financial		 29.5
Fwd: 21.2		 3.61 0.05
2.2		 15.9%
26.0%		 $9.31
5.4%		 9.8% 6.2% EPS: -20.3% | Sales: +4.0% 3.9 8.7 6.4 N/A 6.3
CRM
$237.03
Technology		 34.4
Fwd: 18.6		 2.73 0.19
1.0		 11.2%
16.9%		 $13.12
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.7 7.1 7.3 N/A 6.3
CPAY
$274.18
Technology		 18.6
Fwd: 11.0		 1.24 1.99
1.1		 29.4%
24.4%		 $16.34
6.0%		 8.4% 7.0% EPS: +4.5% | Sales: +11.3% 8.8 5.9 5.6 N/A 6.3
AVGO
$342.65
Technology		 87.5
Fwd: 36.7		 2.45 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 5.3 7.3 7.4 N/A 6.2
FITB
$41.12
Financial		 12.3
Fwd: 11.7		 0.81 0.90
0.2		 11.5%
16.0%		 $4.31
10.5%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 6.0 5.2 N/A 6.2
DOCU
$64.67
Technology		 48.8
Fwd: 16.0		 5.51 0.06
0.7		 14.2%
9.1%		 $4.65
7.2%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 8.3 7.2 N/A 6.2
PLTR
$171.25
Technology		 400.5
Fwd: 173.1		 8.10 0.04
6.4		 19.8%
28.1%		 $0.75
0.4%		 31.0% N/A EPS: +116.3% | Sales: +47.2% 1.8 9.0 8.5 N/A 6.2
BR
$224.77
Technology		 28.7
Fwd: 21.9		 2.96 1.32
0.9		 38.2%
13.1%		 $11.03
4.9%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 7.1 6.9 N/A 6.2
MCO
$472.12
Financial		 38.0
Fwd: 29.0		 2.83 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.3 6.7 N/A 6.2
NOW
$835.79
Technology		 101.1
Fwd: 41.0		 4.89 0.21
1.0		 16.8%
13.7%		 $19.03
2.3%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 8.1 8.5 N/A 6.2
ONTO
$127.30
Technology		 35.9
Fwd: 21.7		 3.64 0.01
9.5		 9.0%
17.5%		 $5.33
4.2%		 26.4% 129.6% EPS: -4.2% | Sales: +6.4% 4.8 7.3 7.8 N/A 6.2
WPM
$102.28
Basic Materials		 46.4
Fwd: 31.4		 1.35 0.00
8.1		 13.1%
54.7%		 $1.53
1.5%		 8.3% 43.3% EPS: +64.1% | Sales: +50.3% 6.1 7.0 6.6 N/A 6.2
FAST
$39.70
Industrials		 37.2
Fwd: 32.6		 3.75 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.4 6.4 N/A 6.1
PH
$820.97
Industrials		 29.2
Fwd: 24.9		 3.13 0.75
1.1		 27.3%
18.2%		 $26.83
3.3%		 7.7% 23.9% EPS: +26.7% | Sales: +0.2% 4.3 7.3 7.8 N/A 6.1
PODD
$328.02
Healthcare		 95.2
Fwd: 53.3		 2.81 0.75
2.8		 19.7%
9.8%		 $6.02
1.8%		 22.9% 98.8% EPS: -41.7% | Sales: +27.1% 4.2 7.0 8.7 N/A 6.0
TXRH
$169.71
Consumer Cyclical		 25.9
Fwd: 25.5		 3.13 0.64
0.4		 31.6%
7.5%		 $5.15
3.0%		 14.3% 21.3% EPS: +12.4% | Sales: +14.4% 5.0 6.7 8.1 N/A 6.0
COST
$912.59
Consumer Defensive		 50.1
Fwd: 41.3		 4.74 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.5 9.1 N/A 6.0
PAYX
$110.48
Technology		 24.8
Fwd: 18.8		 3.21 1.26
1.3		 41.3%
27.9%		 $5.04
4.6%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 7.6 5.9 N/A 6.0
AME
$191.19
Industrials		 30.2
Fwd: 24.0		 3.80 0.26
1.2		 14.6%
20.5%		 $7.13
3.7%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.9 7.5 6.3 N/A 6.0
PANW
$202.90
Technology		 126.8
Fwd: 47.0		 9.41 0.05
0.9		 17.4%
12.3%		 $5.07
2.5%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 8.3 7.0 N/A 6.0
LMAT
$86.99
Healthcare		 37.4
Fwd: 33.7		 2.77 0.49
13.2		 15.0%
22.1%		 $2.92
3.4%		 13.4% 17.0% EPS: +28.0% | Sales: +13.1% 4.9 6.8 7.6 N/A 6.0
DIS
$105.69
Communication Services		 15.4
Fwd: 14.3		 1.32 0.41
0.7		 11.8%
13.2%		 $5.65
5.3%		 7.7% N/A EPS: +152.3% | Sales: +3.6% 8.2 5.8 5.3 N/A 5.9
AMZN
$232.87
Consumer Cyclical		 32.9
Fwd: 29.6		 1.61 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 7.0 5.2 8.0 N/A 5.9
QCOM
$166.75
Technology		 34.1
Fwd: 13.2		 14.57 0.74
2.8		 23.3%
12.5%		 $11.97
7.2%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.8 6.5 N/A 5.9
SBUX
$83.69
Consumer Cyclical		 51.4
Fwd: 27.6		 2.81 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 5.8 6.4 7.0 N/A 5.9
GDDY
$125.19
Technology		 21.6
Fwd: 17.5		 2.00 42.17
0.6		 369.4%
17.0%		 $11.38
9.1%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.6 4.8 8.0 N/A 5.9
ISRG
$546.71
Healthcare		 72.4
Fwd: 56.5		 4.84 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.4 7.1 N/A 5.9
MAR
$282.89
Consumer Cyclical		 29.9
Fwd: 25.0		 2.83 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.8 6.4 6.9 N/A 5.9
DAL
$55.76
Industrials		 7.9
Fwd: 7.7		 0.79 1.11
0.4		 28.5%
7.4%		 $4.71
8.4%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.0 5.0 N/A 5.8
VRSN
$250.19
Technology		 29.1
Fwd: 25.5		 3.39 N/A
0.5		 N/A
49.9%		 $10.84
4.3%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.8 7.7 5.0 N/A 5.8
AMD
$240.52
Technology		 118.9
Fwd: 37.5		 2.70 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 5.0 6.4 7.6 N/A 5.8
WING
$227.29
Consumer Cyclical		 37.1
Fwd: 47.7		 2.08 N/A
4.0		 N/A
25.5%		 $2.25
1.0%		 25.7% 39.9% EPS: +79.0% | Sales: +15.6% 5.6 5.8 8.0 N/A 5.8
ORLY
$99.56
Consumer Cyclical		 34.5
Fwd: 30.0		 3.30 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 7.2 7.1 N/A 5.8
WST
$262.41
Healthcare		 38.9
Fwd: 33.7		 4.20 0.10
2.9		 16.9%
16.3%		 $5.27
2.0%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.6 7.0 N/A 5.8
BLDR
$99.42
Industrials		 18.9
Fwd: 15.3		 N/A 1.18
1.8		 13.6%
3.8%		 $9.23
9.3%		 17.6% 36.7% EPS: -48.8% | Sales: -6.4% 6.7 5.3 7.6 N/A 5.8
CDNS
$311.29
Technology		 80.3
Fwd: 38.6		 5.00 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.8 6.7 N/A 5.7
CROX
$77.15
Consumer Cyclical		 25.1
Fwd: 6.5		 N/A 1.25
1.4		 11.8%
4.5%		 $13.80
17.9%		 27.2% 57.0% EPS: -77.3% | Sales: +0.0% 6.7 5.2 7.5 N/A 5.7
EPAM
$177.78
Technology		 27.1
Fwd: 14.2		 3.10 0.04
3.0		 10.2%
7.0%		 $8.31
4.7%		 15.6% 11.6% EPS: -15.5% | Sales: +14.3% 5.0 6.9 6.0 N/A 5.7
BRO
$80.71
Financial		 24.2
Fwd: 17.1		 2.30 0.65
1.2		 10.5%
18.0%		 $3.81
4.7%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.9 5.8 7.1 N/A 5.7
NDAQ
$85.70
Financial		 30.6
Fwd: 22.6		 2.15 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 6.0 6.3 5.6 N/A 5.7
SPGI
$488.95
Financial		 35.5
Fwd: 24.7		 2.94 0.36
1.0		 12.6%
28.1%		 $18.04
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.5 6.9 6.5 N/A 5.7
NKE
$62.90
Consumer Cyclical		 32.2
Fwd: 25.2		 2.69 0.82
2.2		 21.1%
6.2%		 $2.04
3.2%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.8 6.5 5.6 N/A 5.6
SHOP
$139.93
Technology		 102.5
Fwd: 77.0		 4.83 0.09
3.9		 15.7%
16.6%		 $1.45
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.8 7.8 N/A 5.6
JPM
$300.37
Financial		 14.9
Fwd: 14.2		 1.86 3.06
1.1		 16.4%
20.4%		 $16.86
5.6%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.9 5.4 6.4 N/A 5.6
TXN
$154.99
Technology		 28.3
Fwd: 25.5		 2.29 0.84
4.5		 29.6%
29.1%		 $2.29
1.5%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.3 5.0 N/A 5.6
ETN
$342.75
Industrials		 34.3
Fwd: 24.9		 2.68 0.60
1.3		 20.7%
14.7%		 $8.55
2.5%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 5.0 6.4 6.4 N/A 5.6
TJX
$145.18
Consumer Cyclical		 33.1
Fwd: 28.6		 3.45 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.0 6.0 N/A 5.6
EW
$84.74
Healthcare		 36.1
Fwd: 29.5		 3.67 0.07
4.0		 13.6%
23.5%		 $1.39
1.6%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.6 7.2 5.0 N/A 5.5
ROST
$159.41
Consumer Cyclical		 25.3
Fwd: 23.1		 4.24 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.2 6.0 N/A 5.5
CHD
$83.02
Consumer Defensive		 26.1
Fwd: 22.2		 5.12 0.57
1.1		 18.6%
12.7%		 $4.26
5.1%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 7.0 6.2 N/A 5.5
CPNG
$27.81
Consumer Cyclical		 131.6
Fwd: 50.7		 1.02 1.04
1.1		 8.7%
1.2%		 $0.69
2.5%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 4.5 6.6 N/A 5.5
ROK
$370.10
Industrials		 48.3
Fwd: 27.2		 3.56 1.00
1.1		 24.2%
10.4%		 $12.09
3.3%		 5.7% -2.6% EPS: -7.5% | Sales: +1.0% 4.1 7.0 6.0 N/A 5.5
EA
$200.77
Communication Services		 58.7
Fwd: 21.7		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 7.5 5.5 N/A 5.5
LIN
$417.85
Basic Materials		 28.0
Fwd: 23.4		 3.46 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.4 6.4 6.9 N/A 5.5
A
$144.52
Healthcare		 33.9
Fwd: 24.0		 4.31 0.54
2.2		 19.9%
18.0%		 $3.84
2.7%		 4.8% 5.6% EPS: -11.5% | Sales: +4.5% 4.0 7.3 5.6 N/A 5.5
POOL
$237.84
Industrials		 21.7
Fwd: 20.5		 4.55 1.01
2.6		 29.2%
7.8%		 $10.59
4.5%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.3 7.5 N/A 5.5
TRI
$137.14
Industrials		 35.3
Fwd: 30.7		 3.50 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 4.0 7.2 5.6 N/A 5.5
TDY
$499.55
Technology		 28.9
Fwd: 21.1		 3.24 0.24
1.8		 8.1%
13.6%		 $22.11
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 5.0 6.6 5.4 N/A 5.5
ATKR
$64.65
Industrials		 20.8
Fwd: 11.9		 N/A 0.64
3.1		 7.3%
3.8%		 $7.76
12.0%		 10.8% 35.0% EPS: -78.2% | Sales: -12.1% 6.7 4.9 6.8 N/A 5.5
BABA
$157.71
Consumer Cyclical		 18.4
Fwd: 16.5		 2.13 0.23
1.4		 15.2%
14.8%		 $4.78
3.0%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 6.8 5.3 5.6 N/A 5.4
ICE
$150.33
Financial		 27.4
Fwd: 20.1		 2.43 0.68
1.0		 11.3%
26.6%		 $7.88
5.2%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 6.0 5.9 N/A 5.4
SLB
$35.80
Energy		 13.8
Fwd: 12.2		 N/A 0.50
1.4		 15.5%
10.3%		 $2.73
7.6%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 6.0 5.1 N/A 5.4
CMCSA
$27.22
Communication Services		 4.5
Fwd: 6.5		 2.95 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.8 6.2 5.0 N/A 5.4
ENPH
$27.53
Technology		 19.1
Fwd: 13.1		 10.76 1.24
2.0		 20.3%
12.9%		 $1.66
6.0%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.6 6.3 N/A 5.4
ATEN
$16.84
Technology		 24.7
Fwd: 17.8		 3.63 1.11
3.6		 23.9%
17.8%		 $1.00
6.0%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.8 6.5 5.5 N/A 5.4
ETSY
$54.62
Consumer Cyclical		 38.2
Fwd: 21.4		 4.43 N/A
3.2		 N/A
6.4%		 $6.43
11.8%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 5.9 7.6 N/A 5.3
XOM
$117.68
Energy		 17.1
Fwd: 15.9		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.8 6.2 5.8 N/A 5.3
BILL
$49.63
Technology		 N/A
Fwd: 19.3		 N/A 0.49
1.7		 0.3%
0.8%		 $3.13
6.3%		 56.1% N/A EPS: +50.7% | Sales: +11.6% 6.6 4.9 6.2 N/A 5.3
PSA
$270.27
Real Estate		 28.1
Fwd: 26.1		 30.86 1.08
1.7		 20.0%
35.4%		 $16.69
6.2%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 6.5 7.4 N/A 5.3
UNP
$221.00
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 5.4 5.5 N/A 5.3
MCD
$304.90
Consumer Cyclical		 26.0
Fwd: 23.0		 3.74 N/A
1.0		 N/A
32.0%		 $10.35
3.4%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.4 5.7 N/A 5.3
TYL
$463.05
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 7.0 6.0 N/A 5.3
CME
$279.13
Financial		 27.1
Fwd: 24.1		 4.19 0.13
1.0		 13.3%
58.1%		 $11.32
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.4 6.3 N/A 5.2
BSX
$101.76
Healthcare		 54.4
Fwd: 29.3		 3.37 0.51
1.5		 12.7%
14.4%		 $2.58
2.5%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.6 6.3 5.5 N/A 5.2
XYL
$140.99
Industrials		 36.3
Fwd: 25.3		 2.75 0.19
2.0		 8.7%
10.7%		 $3.80
2.7%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 5.3 5.7 5.8 N/A 5.2
HUBS
$369.10
Technology		 N/A
Fwd: 32.1		 N/A 0.15
1.4		 -0.2%
-0.1%		 $12.50
3.4%		 31.2% N/A EPS: +75.3% | Sales: +19.2% 6.0 5.0 6.2 N/A 5.2
PWR
$426.87
Industrials		 63.3
Fwd: 34.3		 3.69 0.72
1.3		 13.2%
3.7%		 $8.39
2.0%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.9 5.6 7.4 N/A 5.1
RSG
$209.81
Industrials		 31.2
Fwd: 28.7		 3.92 1.14
0.6		 18.2%
12.8%		 $8.17
3.9%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.3 5.7 6.6 N/A 5.1
HOLX
$74.14
Healthcare		 29.9
Fwd: 14.8		 3.54 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.5 6.3 5.0 N/A 5.1
MS
$159.45
Financial		 16.4
Fwd: 15.2		 1.24 3.92
1.6		 15.2%
13.8%		 $6.51
4.1%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 4.5 4.5 N/A 5.1
BLK
$1023.80
Financial		 26.6
Fwd: 18.9		 2.20 0.27
4.0		 12.6%
25.9%		 $24.65
2.4%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 6.0 4.2 N/A 5.0
IEX
$162.76
Industrials		 25.7
Fwd: 19.6		 5.77 0.48
2.9		 12.2%
14.0%		 $7.80
4.8%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 6.5 5.0 N/A 5.0
ELF
$72.79
Consumer Defensive		 51.6
Fwd: 20.7		 5.84 0.81
2.7		 8.8%
5.9%		 $2.38
3.3%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 5.3 7.6 N/A 5.0
UL
$59.21
Consumer Defensive		 24.3
Fwd: 16.4		 3.27 1.80
0.8		 28.4%
9.3%		 $2.75
4.6%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.8 5.9 5.2 N/A 5.0
COF
$201.01
Financial		 85.2
Fwd: 9.7		 3.91 0.45
2.1		 1.5%
1.7%		 $32.79
16.3%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.8 5.9 5.2 N/A 5.0
FISV
$62.70
Technology		 9.7
Fwd: 7.4		 6.55 1.21
1.1		 13.6%
17.1%		 $8.62
13.8%		 15.0% 25.8% EPS: +24.9% | Sales: +5.2% 4.1 5.4 7.3 N/A 5.0
ROP
$443.88
Technology		 30.6
Fwd: 20.5		 3.53 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 5.0 5.8 5.0 N/A 5.0
HEI
$310.88
Industrials		 68.1
Fwd: 58.4		 3.91 0.59
3.4		 16.7%
15.0%		 $6.48
2.1%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 2.8 6.7 6.0 N/A 5.0
SMCI
$34.10
Technology		 27.3
Fwd: 11.2		 1.41 0.74
5.4		 12.8%
3.8%		 $0.37
1.1%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.5 3.0 6.2 N/A 5.0
LMT
$470.78
Industrials		 26.3
Fwd: 16.0		 2.21 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 6.5 4.5 5.7 N/A 5.0
VMC
$280.08
Basic Materials		 33.3
Fwd: 28.5		 2.33 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 5.0 5.7 5.1 N/A 5.0
DKS
$208.98
Consumer Cyclical		 14.6
Fwd: 13.7		 2.85 1.37
1.7		 37.4%
8.5%		 $5.18
2.5%		 9.0% 33.3% EPS: +4.6% | Sales: +2.7% 5.8 4.2 7.3 N/A 5.0
IR
$73.67
Industrials		 54.6
Fwd: 20.6		 9.22 0.48
2.2		 5.3%
7.3%		 $3.16
4.3%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 4.0 5.2 7.5 N/A 5.0
O
$57.00
Real Estate		 53.3
Fwd: 36.6		 2.87 0.74
2.2		 2.5%
17.1%		 $3.96
6.9%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 4.5 5.3 6.4 N/A 4.9
ITW
$241.41
Industrials		 23.4
Fwd: 21.6		 33.95 2.79
1.5		 91.7%
19.1%		 $9.81
4.1%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 5.7 6.4 N/A 4.9
TDG
$1335.77
Industrials		 41.6
Fwd: 29.0		 3.29 N/A
3.2		 N/A
21.1%		 $32.24
2.4%		 11.6% 31.1% EPS: +25.4% | Sales: +11.3% 4.1 5.3 6.7 N/A 4.9
TMO
$567.16
Healthcare		 32.8
Fwd: 23.1		 4.40 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 5.6 6.2 N/A 4.9
VRSK
$219.10
Industrials		 33.5
Fwd: 28.6		 3.79 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 4.8 7.9 N/A 4.9
ICLR
$156.49
Healthcare		 21.2
Fwd: 11.6		 9.57 0.38
1.1		 6.3%
7.4%		 $12.49
8.0%		 24.2% 6.5% EPS: -17.9% | Sales: -2.5% 4.1 5.5 6.2 N/A 4.9
COP
$88.72
Energy		 12.6
Fwd: 14.0		 7.34 0.36
1.3		 15.4%
14.8%		 $5.73
6.5%		 11.0% 4.1% EPS: -16.1% | Sales: +8.4% 3.9 6.1 5.1 N/A 4.8
WDAY
$224.95
Technology		 104.0
Fwd: 21.2		 4.86 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 5.7 5.9 N/A 4.8
ECL
$255.46
Basic Materials		 36.7
Fwd: 30.1		 2.78 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 4.5 5.6 5.2 N/A 4.8
EMR
$126.93
Industrials		 31.4
Fwd: 17.9		 3.69 0.68
0.9		 10.9%
12.7%		 $4.75
3.7%		 1.4% 4.5% EPS: +18.1% | Sales: +3.0% 4.8 5.7 4.6 N/A 4.8
MRVL
$83.45
Technology		 N/A
Fwd: 24.8		 N/A 0.38
1.9		 -0.8%
-1.4%		 $1.78
2.1%		 16.4% N/A EPS: +89.4% | Sales: +37.0% 6.1 4.4 5.8 N/A 4.8
TRMB
$75.55
Technology		 51.4
Fwd: 21.9		 4.52 0.24
1.0		 6.1%
9.9%		 $1.32
1.8%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 5.7 5.6 N/A 4.8
TECH
$58.61
Healthcare		 119.8
Fwd: 26.5		 11.75 0.20
4.2		 3.8%
6.4%		 $1.44
2.5%		 10.6% -20.6% EPS: -48.2% | Sales: +3.9% 3.7 5.7 6.0 N/A 4.8
HON
$196.08
Industrials		 20.7
Fwd: 19.1		 3.32 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.1 5.5 N/A 4.8
SYK
$360.13
Healthcare		 47.3
Fwd: 24.1		 4.24 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 6.0 5.3 N/A 4.8
CAT
$552.05
Industrials		 28.3
Fwd: 24.9		 4.27 2.01
1.4		 46.3%
14.3%		 $16.16
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.4 5.4 6.9 N/A 4.8
ESTC
$87.44
Technology		 N/A
Fwd: 32.4		 N/A 0.61
2.0		 -9.7%
-5.4%		 $2.96
3.4%		 28.2% 13.2% EPS: -229.0% | Sales: +17.4% 6.0 4.3 5.7 N/A 4.8
KEYS
$175.51
Technology		 55.9
Fwd: 22.5		 4.53 0.49
3.6		 10.0%
10.4%		 $8.23
4.7%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 6.1 4.4 N/A 4.7
MLM
$589.97
Basic Materials		 31.1
Fwd: 27.2		 2.68 0.61
3.0		 11.6%
17.3%		 $16.70
2.8%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.7 5.0 5.4 N/A 4.7
MDT
$96.28
Healthcare		 26.6
Fwd: 15.8		 4.53 0.60
2.0		 9.7%
13.6%		 $4.13
4.3%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 5.9 4.6 N/A 4.7
ON
$46.02
Technology		 60.0
Fwd: 15.8		 68.24 0.46
5.2		 3.9%
5.2%		 $3.40
7.4%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 5.1 6.1 N/A 4.6
UPS
$94.19
Industrials		 14.6
Fwd: 13.1		 12.65 1.85
1.3		 33.7%
6.2%		 $5.18
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.4 5.5 N/A 4.6
VICI
$30.13
Real Estate		 11.5
Fwd: 10.6		 2.54 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 4.0 6.7 N/A 4.6
SBAC
$195.78
Real Estate		 24.6
Fwd: 22.2		 2.86 N/A
0.5		 N/A
30.7%		 $3.60
1.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 4.0 6.8 N/A 4.6
SNPS
$390.24
Technology		 30.6
Fwd: 28.0		 3.35 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 4.7 5.7 N/A 4.6
MSI
$377.69
Technology		 30.3
Fwd: 23.2		 3.62 4.27
1.0		 115.8%
18.7%		 $14.49
3.8%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.2 6.9 N/A 4.6
EXR
$130.55
Real Estate		 29.2
Fwd: 26.8		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 5.0 6.0 N/A 4.6
DHR
$220.44
Healthcare		 45.4
Fwd: 26.2		 6.10 0.36
1.5		 6.8%
14.4%		 $7.10
3.2%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 5.6 5.0 N/A 4.5
FROG
$56.87
Technology		 N/A
Fwd: 64.6		 N/A 0.01
2.1		 -9.9%
-15.9%		 $1.19
2.1%		 32.5% -60.3% EPS: -32.5% | Sales: +22.7% 4.7 4.7 5.3 N/A 4.5
CELH
$40.16
Consumer Defensive		 441.8
Fwd: 26.5		 7.27 0.29
1.8		 3.1%
1.1%		 $2.03
5.1%		 78.3% 54.3% EPS: -87.0% | Sales: +55.1% 3.2 4.7 7.5 N/A 4.5
CSGP
$67.00
Real Estate		 1303.5
Fwd: 47.0		 37.16 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 5.8 6.4 N/A 4.5
KO
$70.68
Consumer Defensive		 23.4
Fwd: 22.0		 3.76 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 4.7 5.0 N/A 4.4
IQV
$216.12
Healthcare		 29.7
Fwd: 16.7		 3.41 2.47
0.7		 19.6%
8.1%		 $12.98
6.0%		 6.8% 50.9% EPS: -4.7% | Sales: +3.9% 4.8 3.8 6.7 N/A 4.4
RTX
$175.63
Industrials		 36.1
Fwd: 25.8		 3.62 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.4 4.6 5.2 N/A 4.3
TSLA
$408.92
Consumer Cyclical		 273.2
Fwd: 184.2		 30.49 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 5.4 6.6 N/A 4.3
CHTR
$201.84
Communication Services		 5.6
Fwd: 4.7		 0.48 6.24
0.4		 34.8%
9.3%		 $16.96
8.4%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 8.8 1.5 5.9 N/A 4.3
FIS
$63.93
Technology		 201.3
Fwd: 10.1		 20.61 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 4.6 5.4 N/A 4.3
LHX
$287.69
Industrials		 30.9
Fwd: 23.2		 11.03 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 4.5 5.7 N/A 4.3
DDOG
$180.26
Technology		 610.6
Fwd: 78.0		 38.19 0.37
3.6		 3.5%
3.3%		 $2.68
1.5%		 49.2% N/A EPS: -46.1% | Sales: +26.6% 2.0 5.5 6.4 N/A 4.3
KMI
$27.14
Energy		 22.2
Fwd: 19.8		 2.55 1.06
0.6		 8.9%
16.6%		 $1.12
4.1%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.9 4.2 5.0 N/A 4.3
NOC
$563.03
Industrials		 20.2
Fwd: 19.5		 3.29 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 5.0 3.7 6.1 N/A 4.3
SHW
$326.81
Basic Materials		 31.9
Fwd: 26.0		 4.11 3.25
0.8		 59.9%
11.1%		 $9.79
3.0%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.5 7.1 N/A 4.3
BRK-B
$503.26
Financial		 16.1
Fwd: 23.3		 47.33 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.8 3.8 N/A 4.2
HD
$358.03
Consumer Cyclical		 24.3
Fwd: 22.1		 4.72 5.75
1.1		 193.9%
8.9%		 $14.30
4.0%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.0 6.5 N/A 4.2
ABBV
$234.00
Healthcare		 176.6
Fwd: 16.4		 10.93 N/A
0.7		 138.5%
3.9%		 $11.14
4.8%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 4.0 6.0 N/A 4.0
GATX
$152.69
Industrials		 17.9
Fwd: 15.7		 1.90 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.2 4.6 N/A 4.0
AMT
$180.47
Real Estate		 28.8
Fwd: 26.1		 1.93 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.1 2.6 5.2 N/A 3.9
WMT
$102.95
Consumer Defensive		 38.8
Fwd: 34.9		 4.16 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 4.3 5.6 N/A 3.9
ENB
$47.75
Energy		 26.2
Fwd: 21.3		 3.71 1.59
0.8		 9.0%
8.7%		 $1.61
3.4%		 0.9% -3.0% EPS: -15.1% | Sales: +29.3% 4.4 3.9 4.6 N/A 3.9
EXAS
$67.15
Healthcare		 N/A
Fwd: 219.6		 N/A 1.01
2.7		 -34.5%
-32.0%		 $1.30
1.9%		 25.8% -54.2% EPS: -353.7% | Sales: +14.5% 4.3 3.5 5.5 N/A 3.9
APD
$253.09
Basic Materials		 N/A
Fwd: 18.2		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -110.3% | Sales: -0.5% 5.2 3.3 4.6 N/A 3.8
MKC
$64.57
Consumer Defensive		 22.3
Fwd: 20.3		 4.10 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 3.9 4.4 N/A 3.7
ORCL
$219.86
Technology		 50.9
Fwd: 27.5		 2.33 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 6.4 2.0 5.0 N/A 3.7
WM
$207.97
Industrials		 32.8
Fwd: 25.0		 3.48 2.45
0.8		 29.3%
10.3%		 $5.96
2.9%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.4 2.9 5.8 N/A 3.7
PEP
$147.83
Consumer Defensive		 28.1
Fwd: 17.2		 8.06 2.62
0.9		 37.2%
7.8%		 $4.96
3.4%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.0 6.2 N/A 3.7
QSR
$68.06
Consumer Cyclical		 24.3
Fwd: 17.0		 2.59 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.7 2.1 5.3 N/A 3.6
DLR
$157.70
Real Estate		 40.7
Fwd: 96.3		 4.51 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 4.0 5.3 N/A 3.5
AXON
$543.23
Industrials		 172.0
Fwd: 71.5		 9.78 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 3.2 6.3 N/A 3.2
⏰ Last updated: 2025-11-17 22:01:56